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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH BROKERAGE Service code 27 · EIN 13-3180817 | Advisory (Plan) | $18,793 |
CH PENSION SERVICE3+ years Service code 13 · EIN 94-2746983 | Contract Administrator | $8,450 |
SILICON VALLEY ACCOUNTANCY CORP3+ years Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $8,208 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,989 | $57,354-73.9% | $83,848-82.1% | $64,186-76.6% |
| Participation rate | 82.9% | 68.6%+14.2pp | 76.1%+6.7pp | 69.6%+13.3pp |
| Annual return | 2.86% | 11.38%-8.5pp | 850.88%-848.0pp | 7.63%-4.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $293 | $4,046-92.8% | $5,478-94.7% | $4,888-94.0% |