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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $60,306 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,348 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,811 | $90,064-26.9% | $100,415-34.5% | $77,762-15.4% |
| Participation rate | 78.3% | 81.3%-3.0pp | 81.5%-3.2pp | 70.6%+7.7pp |
| Annual return | 11.23% | 20.61%-9.4pp | 49.47%-38.2pp | 31.27%-20.0pp |
| Employer contribution / active EE | $3,147 | $3,043+3.4% | $3,943-20.2% | $2,728+15.3% |
| Participant deferral / active EE | $6,235 | $8,282-24.7% | $8,091-22.9% | $4,651+34.1% |
| Admin fee / account holder | $213 | $172+23.6% | $7,906-97.3% | $433-50.9% |