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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $89,791 |
Filed as: LEAVITT, CHRISTENSEN & CO., PLLC Service code 70 6149 N. MEEKER PLACE · BOISE, ID 83713 | Consulting Fees | $15,500 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 70 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Consulting Fees | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,210 | $72,658+47.6% | $127,761-16.1% | $67,579+58.6% |
| Participation rate | 95.2% | 80.0%+15.3pp | 79.0%+16.2pp | 71.3%+23.9pp |
| Annual return | 18.24% | 26.49%-8.3pp | 26.14%-7.9pp | 378.56%-360.3pp |
| Employer contribution / active EE | $5,950 | $3,988+49.2% | $4,574+30.1% | $2,148+177.0% |
| Participant deferral / active EE | $9,572 | $5,383+77.8% | $6,021+59.0% | $3,539+170.5% |
| Admin fee / account holder | $215 | $127+69.7% | $9,395-97.7% | $142+51.5% |