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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $30,138 |
K. WILLIAMSON5 years Filed as: WILLIAMSON ADVISORY SERVICES, INC. Service code 50 375 NORTHRIDGE RD SUITE 510 · ATLANTA, GA 30350 | Direct Payment | $22,221 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,906 | $58,888+105.3% | $178,499-32.3% | $73,493+64.5% |
| Participation rate | 82.4% | 66.2%+16.1pp | 81.9%+0.4pp | 70.7%+11.7pp |
| Annual return | 9.97% | 24.86%-14.9pp | 151.10%-141.1pp | 28.51%-18.5pp |
| Employer contribution / active EE | $5,116 | $2,236+128.8% | $5,011+2.1% | $2,270+125.4% |
| Participant deferral / active EE | $3,590 | $2,568+39.8% | $5,202-31.0% | $3,740-4.0% |
| Admin fee / account holder | $123 | $400-69.4% | $13,986-99.1% | $513-76.1% |