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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,401 |
Filed as: MERRILL LYNCH FENNER & SMITH Service code 17 · EIN 13-5674085 | Pension Consulting | $15,881 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $99,647-100.0% | $86,439-100.0% | $134,493-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -136.32% | 6784.13%-6920.5pp | 4395.55%-4531.9pp | 418.01%-554.3pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,425-100.0% |