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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $30,071 |
MULTNOMAH GROUP4 years Service code 70 · EIN 20-0361079 | Consulting Fees | $27,713 |
KIECKHAFER SCHIFFER LLP7 years Filed as: KIECKHAFER, SCHIFFER LLP Service code 10 · EIN 81-5052000 | Accounting | $11,000 |
KIECKHAFER SCHIFFER LLP1 year Filed as: KIECKHAFER SCHIFFER & COMPANY LLP Service code 70 · EIN 33-0688321 | Consulting Fees | $10,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,389 | $91,537+167.0% | $130,045+87.9% | $75,173+225.1% |
| Participation rate | 89.2% | 71.5%+17.7pp | 78.5%+10.7pp | 67.2%+22.0pp |
| Annual return | 18.11% | -631.55%+649.7pp | -137.30%+155.4pp | 160.72%-142.6pp |
| Employer contribution / active EE | $1,467 | $2,845-48.4% | $4,321-66.1% | $2,671-45.1% |
| Participant deferral / active EE | $9,801 | $4,343+125.7% | $5,820+68.4% | $4,126+137.5% |
| Admin fee / account holder | $277 | $6,780-95.9% | $10,600-97.4% | $5,651-95.1% |