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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $217,869 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $18,224 |
CAMPBELL TAYLOR & COMPANY6+ years Service code 10 · EIN 68-0251243 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,505 | $66,124-35.7% | $90,461-53.0% | $73,497-42.2% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 8.23% | 17.65%-9.4pp | 1294.76%-1286.5pp | 28.51%-20.3pp |
| Employer contribution / active EE | $13,889 | $2,346+491.9% | $3,264+325.5% | $2,270+511.8% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $118 | $396-70.1% | $5,617-97.9% | $513-76.9% |