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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $46,471 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 50 · EIN 44-0160260 | Direct Payment | $22,365 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,096 | $102,385+47.6% | $147,080+2.7% | $80,935+86.7% |
| Participation rate | 87.8% | 75.9%+12.0pp | 82.2%+5.7pp | 67.7%+20.2pp |
| Annual return | 13.34% | 135.09%-121.8pp | 420.17%-406.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $2,800 | $3,717-24.7% | $4,933-43.2% | $2,757+1.6% |
| Participant deferral / active EE | $9,255 | $6,651+39.2% | $8,066+14.7% | $4,299+115.3% |
| Admin fee / account holder | $328 | $7,951-95.9% | $12,989-97.5% | $6,924-95.3% |