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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $44,864 |
EPOCH CONSULTING GROUP1+ years Service code 70 2455 BENNETT VALLEY ROAD · SANTA ROSA, CA 95404 | Consulting Fees | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,225 | $88,324-0.1% | $115,038-23.3% | $55,191+59.9% |
| Participation rate | 70.9% | 72.5%-1.7pp | 81.4%-10.5pp | 69.2%+1.7pp |
| Annual return | -1.00% | 6.30%-7.3pp | 26.14%-27.1pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,203 | $2,805-57.1% | $4,608-73.9% | $1,899-36.6% |
| Participant deferral / active EE | $8,116 | $5,042+61.0% | $6,026+34.7% | $3,046+166.4% |
| Admin fee / account holder | $120 | $105+13.7% | $8,175-98.5% | $91+32.0% |