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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 FILE 1404 · PASADENA, CA 911991404 | Accounting | $17,875 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $12,815 |
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 | $311,256 | $88,122+253.2% | $141,200+120.4% | $67,584+360.5% |
| Participation rate | 83.3% | 76.5%+6.9pp | 82.5%+0.9pp | 71.3%+12.1pp |
| Annual return | 24.15% | 75.40%-51.3pp | 71.41%-47.3pp | 378.59%-354.4pp |
| Employer contribution / active EE | $15,496 | $3,224+380.6% | $4,736+227.2% | $2,148+621.5% |
| Participant deferral / active EE | $9,387 | $5,958+57.6% | $6,710+39.9% | $3,540+165.2% |
| Admin fee / account holder | $38 | $131-70.7% | $10,265-99.6% | $142-73.1% |