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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 | $89,465+15.2% | $164,866-37.5% | $77,671+32.7% |
| Participation rate | 85.5% | 78.6%+6.9pp | 78.6%+6.9pp | 70.6%+14.9pp |
| Annual return | 17.20% | 28.81%-11.6pp | 69.97%-52.8pp | 31.21%-14.0pp |
| Employer contribution / active EE | $2,623 | $2,568+2.2% | $4,343-39.6% | $2,726-3.8% |
| Participant deferral / active EE | $11,070 | $4,897+126.0% | $6,033+83.5% | $4,648+138.2% |
| Admin fee / account holder | $171 | $340-49.5% | $12,689-98.6% | $430-60.2% |