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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 |
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 | $313,038 | $77,908+301.8% | $149,696+109.1% | $75,173+316.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.49% | 31.73%-14.2pp | 134.46%-117.0pp | 160.72%-143.2pp |
| Employer contribution / active EE | $17,261 | $3,138+450.1% | $4,821+258.1% | $2,671+546.3% |
| Participant deferral / active EE | $18,253 | $3,411+435.1% | $5,682+221.2% | $4,126+342.4% |
| Admin fee / account holder | $91 | $5,950-98.5% | $13,212-99.3% | $5,651-98.4% |