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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 AND SMITH · NEW YORK, NY 10281 | Recordkeeping | $262,082 |
FREED MAXICK CPAS PC1 year Filed as: FREEDMAXICK CPAS Service code 10 PO BOX 8000 · BUFFALO, NY 14267 | Accounting | $56,000 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICE INC Service code 16 1000 HARBOR BLVD, 6TH FL · WEEHAWKEN, NJ 07086 | Consulting | $52,769 |
LEFEVRE LAW, PC1 year Service code 29 1302 WAUGH DR #189 · HOUSTON, TX 77019 | Legal | $1,148 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,567 | $112,582-32.9% | $105,624-28.5% | $200,096-62.2% |
| Participation rate | 79.0% | 86.3%-7.2pp | 75.3%+3.8pp | 72.0%+7.0pp |
| Annual return | 14.18% | 15.58%-1.4pp | 116.20%-102.0pp | 34.26%-20.1pp |
| Employer contribution / active EE | $1,014 | $4,580-77.9% | $3,168-68.0% | $3,038-66.6% |
| Participant deferral / active EE | $3,226 | $6,655-51.5% | $5,013-35.6% | $5,090-36.6% |
| Admin fee / account holder | $204 | $107+91.0% | $10,961-98.1% | $269-24.1% |