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| Provider | Service type | Compensation |
|---|---|---|
VINSON & ELKINS LLP1 year Filed as: VINSON & ELKINS, LLP Service code 70 P.O. BOX 301019 · DALLAS, TX 753031019 | Consulting Fees | $27,013 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,160 |
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 | $87,756 | $85,635+2.5% | $123,894-29.2% | $63,975+37.2% |
| Participation rate | 96.1% | 74.9%+21.2pp | 81.4%+14.7pp | 71.1%+25.0pp |
| Annual return | 10.18% | 15.74%-5.6pp | 47.52%-37.3pp | 48.65%-38.5pp |
| Employer contribution / active EE | $2,661 | $3,076-13.5% | $4,617-42.4% | $2,182+22.0% |
| Participant deferral / active EE | $6,826 | $5,667+20.5% | $5,984+14.1% | $3,356+103.4% |
| Admin fee / account holder | $26 | $75-65.5% | $8,357-99.7% | $70-63.3% |