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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,855 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,594 | $61,338+284.1% | $149,717+57.4% | $71,495+229.5% |
| Participation rate | 80.6% | 62.5%+18.1pp | 78.8%+1.9pp | 67.9%+12.7pp |
| Annual return | 14.72% | 35.86%-21.1pp | 134.41%-119.7pp | 28.85%-14.1pp |
| Employer contribution / active EE | $10,865 | $2,381+356.3% | $4,820+125.4% | $2,589+319.6% |
| Participant deferral / active EE | $7,381 | $2,919+152.8% | $5,682+29.9% | $4,291+72.0% |
| Admin fee / account holder | $32 | $1,263-97.5% | $13,213-99.8% | $1,588-98.0% |