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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 | $5,534 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,105 | $73,848+221.1% | $143,799+64.9% | $68,486+246.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.32% | 0.91%-15.2pp | -0.04%-14.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $14,997 | $3,184+371.0% | $4,952+202.8% | $2,597+477.6% |
| Participant deferral / active EE | $15,196 | $3,385+349.0% | $5,638+169.5% | $4,028+277.3% |
| Admin fee / account holder | $44 | $5,755-99.2% | $14,677-99.7% | $5,404-99.2% |