Filed June 15, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $53,559 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 70 PO BOX 8344 · PASADENA, CA 911098344 | Consulting Fees | $24,454 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,744 | $82,163+57.9% | $125,363+3.5% | $64,814+100.2% |
| Participation rate | 95.0% | 77.9%+17.1pp | 82.4%+12.7pp | 71.5%+23.6pp |
| Annual return | -12.02% | 3.49%-15.5pp | 572.15%-584.2pp | 32.84%-44.9pp |
| Employer contribution / active EE | $3,401 | $3,616-5.9% | $4,815-29.4% | $2,507+35.7% |
| Participant deferral / active EE | $6,916 | $7,175-3.6% | $7,447-7.1% | $4,310+60.4% |
| Admin fee / account holder | $123 | $163-24.8% | $10,005-98.8% | $188-34.7% |