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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 FILE 1404 · PASADENA, CA 911991404 | Accounting | $30,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,857 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,091 | $104,336-5.0% | $159,455-37.9% | $86,813+14.1% |
| Participation rate | 89.7% | 77.7%+12.0pp | 82.8%+6.9pp | 72.3%+17.4pp |
| Annual return | 16.45% | 26.32%-9.9pp | 263.63%-247.2pp | 97.93%-81.5pp |
| Employer contribution / active EE | $4,081 | $3,451+18.2% | $4,830-15.5% | $2,406+69.6% |
| Participant deferral / active EE | $10,771 | $6,837+57.5% | $7,353+46.5% | $4,131+160.7% |
| Admin fee / account holder | $131 | $172-23.8% | $10,800-98.8% | $170-22.6% |