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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 70 · EIN 94-1687665 | Consulting Fees | $60,000 |
DREYER, ROBBINS & ASSOCIATES4+ years Service code 10 · EIN 95-3683517 | Accounting | $15,600 |
Service code 10 FILE 1404 · PASADENA, CA 911991404 | Accounting | $15,125 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $13,375 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,606 | $75,388+233.7% | $123,553+103.6% | $55,727+351.5% |
| Participation rate | 81.8% | 75.7%+6.2pp | 82.3%-0.5pp | 70.9%+11.0pp |
| Annual return | -4.31% | 4.48%-8.8pp | 119.21%-123.5pp | 244.94%-249.3pp |
| Employer contribution / active EE | $14,662 | $3,063+378.7% | $4,628+216.8% | $2,078+605.5% |
| Participant deferral / active EE | $9,030 | $5,651+59.8% | $6,426+40.5% | $3,356+169.1% |
| Admin fee / account holder | $134 | $120+12.2% | $9,284-98.6% | $115+16.6% |