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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $144,174 |
CLEARSTEAD ADVISORS, LLC1 year Service code 50 · EIN 34-1597728 | Direct Payment | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,351 | $30,147+421.9% | $58,516+168.9% | $80,187+96.2% |
| Participation rate | 76.4% | 34.4%+42.0pp | 50.9%+25.5pp | 72.9%+3.5pp |
| Annual return | 19.01% | 21.97%-3.0pp | 4253.81%-4234.8pp | 40.40%-21.4pp |
| Employer contribution / active EE | $4,866 | $528+822.2% | $1,054+361.8% | $2,980+63.3% |
| Participant deferral / active EE | $9,417 | $1,249+653.9% | $1,923+389.8% | $5,016+87.7% |
| Admin fee / account holder | $81 | $195-58.3% | $2,487-96.7% | $145-44.1% |