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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $39,461 |
ERWIN, FOUNTAIN & JACKSON, P.A.2+ years Service code 50 · EIN 59-3613159 | Direct Payment | $5,504 |
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 | $92,701 | $107,378-13.7% | $108,582-14.6% | $57,658+60.8% |
| Participation rate | 79.0% | 77.1%+1.9pp | 79.6%-0.5pp | 70.2%+8.8pp |
| Annual return | 8.85% | 12.80%-4.0pp | -51.70%+60.5pp | 5.13%+3.7pp |
| Employer contribution / active EE | $2,578 | $1,782+44.7% | $3,758-31.4% | $1,974+30.6% |
| Participant deferral / active EE | $5,441 | $3,221+69.0% | $4,311+26.2% | $3,061+77.8% |
| Admin fee / account holder | $32 | $108-70.1% | $7,645-99.6% | $95-65.7% |