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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $18,392 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC. Service code 13 · EIN 64-0765749 | Contract Administrator | $2,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,699 | $65,390-54.6% | $169,385-82.5% | $71,495-58.5% |
| Participation rate | 83.7% | 67.0%+16.8pp | 77.2%+6.5pp | 67.9%+15.8pp |
| Annual return | 18.14% | 21.31%-3.2pp | 405.82%-387.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $2,080 | $2,079+0.1% | $4,012-48.2% | $2,589-19.7% |
| Participant deferral / active EE | $3,343 | $4,367-23.4% | $6,221-46.3% | $4,291-22.1% |
| Admin fee / account holder | $167 | $1,324-87.4% | $9,011-98.2% | $1,588-89.5% |