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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 10 · EIN 13-5674085 | Accounting | $18,075 |
Service code 10 · EIN 01-0233346 | Accounting | $2,867 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,840 | $69,159-65.5% | $125,195-81.0% | $67,582-64.7% |
| Participation rate | 95.6% | 78.2%+17.4pp | 79.8%+15.8pp | 71.3%+24.3pp |
| Annual return | 28.44% | 27.12%+1.3pp | 43.79%-15.4pp | 378.57%-350.1pp |
| Employer contribution / active EE | $3,495 | $2,023+72.7% | $3,866-9.6% | $2,148+62.7% |
| Participant deferral / active EE | $2,931 | $3,700-20.8% | $4,937-40.6% | $3,539-17.2% |
| Admin fee / account holder | $143 | $142+1.0% | $9,704-98.5% | $142+0.6% |