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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH BROKERAGE Service code 27 · EIN 13-3180817 | Advisory (Plan) | $18,513 |
CH PENSION SERVICE2+ years Service code 13 · EIN 94-2746983 | Contract Administrator | $8,100 |
SILICON VALLEY ACCOUNTANCY CORP2+ years Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $7,776 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,559 | $63,346-77.0% | $92,240-84.2% | $70,126-79.2% |
| Participation rate | 89.7% | 68.7%+21.1pp | 76.5%+13.3pp | 69.5%+20.2pp |
| Annual return | 7.30% | 530.19%-522.9pp | 176.29%-169.0pp | 73.15%-65.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $270 | $3,841-93.0% | $5,194-94.8% | $4,645-94.2% |