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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 10 · EIN 13-5674085 | Accounting | $70,701 |
Service code 10 · EIN 47-2399509 | Accounting | $14,385 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,118 |
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 | $106,331 | $88,122+20.7% | $141,197-24.7% | $67,582+57.3% |
| Participation rate | 98.3% | 76.5%+21.9pp | 82.5%+15.9pp | 71.3%+27.1pp |
| Annual return | 28.24% | 75.40%-47.2pp | 71.41%-43.2pp | 378.57%-350.3pp |
| Employer contribution / active EE | $4,158 | $3,224+28.9% | $4,736-12.2% | $2,148+93.6% |
| Participant deferral / active EE | $12,626 | $5,958+111.9% | $6,710+88.2% | $3,539+256.7% |
| Admin fee / account holder | $16 | $131-88.2% | $10,265-99.8% | $142-89.1% |