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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $58,306 |
ARMANINO LLP2 years Service code 11 PO BOX 206700 · DALLAS, TX 753206700 | Actuarial | $19,504 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,351 | $105,247-72.1% | $87,100-66.3% | $77,787-62.3% |
| Participation rate | 86.1% | 85.8%+0.3pp | 76.9%+9.3pp | 73.2%+12.9pp |
| Annual return | 19.41% | 24.52%-5.1pp | 28.19%-8.8pp | 32.57%-13.2pp |
| Employer contribution / active EE | $1,773 | $2,895-38.7% | $2,521-29.7% | $2,504-29.2% |
| Participant deferral / active EE | $2,705 | $5,060-46.5% | $4,049-33.2% | $3,967-31.8% |
| Admin fee / account holder | $59 | $104-43.2% | $7,497-99.2% | $100-40.7% |