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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $16,873 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,863 | $82,674+295.4% | $125,381+160.7% | $68,486+377.3% |
| Participation rate | 93.9% | 75.1%+18.9pp | 82.4%+11.6pp | 67.9%+26.0pp |
| Annual return | -17.44% | -5.97%-11.5pp | 572.31%-589.7pp | -7.85%-9.6pp |
| Employer contribution / active EE | $11,113 | $3,382+228.6% | $4,815+130.8% | $2,597+328.0% |
| Participant deferral / active EE | $13,150 | $6,111+115.2% | $7,448+76.6% | $4,028+226.5% |
| Admin fee / account holder | $178 | $6,277-97.2% | $10,007-98.2% | $5,404-96.7% |