Filed February 1, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $179,880 |
ROSE ROCK CPAS, PLLC2 years Service code 70 · EIN 26-0852716 | Consulting Fees | $10,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,674 | $177,276-85.5% | $86,590-70.3% | $177,276-85.5% |
| Participation rate | 86.3% | 74.8%+11.5pp | 73.5%+12.8pp | 74.8%+11.5pp |
| Annual return | 15.68% | 21.25%-5.6pp | 964.84%-949.2pp | 21.25%-5.6pp |
| Employer contribution / active EE | $1,413 | $2,479-43.0% | $2,839-50.2% | $2,479-43.0% |
| Participant deferral / active EE | $1,718 | $3,881-55.7% | $3,609-52.4% | $3,881-55.7% |
| Admin fee / account holder | $29 | $154-81.2% | $4,906-99.4% | $154-81.2% |