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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $27,274 |
KIECKHAFER SCHIFFER LLP8 years Filed as: KIECKHAFER, SCHIFFER LLP Service code 10 · EIN 81-5052000 | Accounting | $11,250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,136 | $101,795+169.3% | $165,100+66.0% | $80,959+238.6% |
| Participation rate | 87.5% | 71.8%+15.7pp | 78.6%+8.9pp | 67.7%+19.8pp |
| Annual return | 16.37% | 16.73%-0.4pp | 70.21%-53.8pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,455 | $2,954-50.7% | $4,348-66.5% | $2,757-47.2% |
| Participant deferral / active EE | $11,009 | $4,476+146.0% | $6,035+82.4% | $4,300+156.0% |
| Admin fee / account holder | $148 | $8,221-98.2% | $12,696-98.8% | $6,925-97.9% |