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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NC 10281 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,358-100.0% | $155,556-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 13.12% | 33.39%-20.3pp | 64.84%-51.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $16,219 | $3,106+422.1% | $4,675+246.9% | $2,757+488.2% |
| Participant deferral / active EE | $16,952 | $3,455+390.6% | $5,631+201.1% | $4,300+294.2% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |