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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $77,800 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,738 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,038 | $89,435+15.2% | $164,975-37.5% | $77,714+32.6% |
| Participation rate | 85.5% | 78.6%+6.9pp | 78.6%+6.9pp | 70.6%+14.9pp |
| Annual return | 17.20% | 28.82%-11.6pp | 70.12%-52.9pp | 31.26%-14.1pp |
| Employer contribution / active EE | $2,623 | $2,563+2.4% | $4,343-39.6% | $2,727-3.8% |
| Participant deferral / active EE | $11,070 | $4,901+125.9% | $6,033+83.5% | $4,649+138.1% |
| Admin fee / account holder | $171 | $340-49.5% | $12,688-98.6% | $433-60.4% |