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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 | $18,531 |
GGF, LLP1 year Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $16,094 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $8,170 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,057 | $86,949+0.1% | $102,460-15.0% | $80,959+7.5% |
| Participation rate | 90.4% | 72.4%+18.0pp | 76.5%+13.9pp | 67.7%+22.7pp |
| Annual return | 13.18% | 18.89%-5.7pp | 29.47%-16.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $5,172 | $2,370+118.2% | $3,025+71.0% | $2,757+87.6% |
| Participant deferral / active EE | $19,060 | $4,121+362.5% | $5,056+277.0% | $4,300+343.2% |
| Admin fee / account holder | $188 | $8,048-97.7% | $9,460-98.0% | $6,925-97.3% |