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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FEENER SMITH Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Mgmt Fees | $48,195 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $312,618-100.0% | $312,618-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 31.8%-31.8pp | 43.0%-43.0pp |
| Annual return | 13.09% | 9.70%+3.4pp | 10.03%+3.1pp | 259.14%-246.1pp |
| Employer contribution / active EE | $9,899 | $45,469-78.2% | $38,789-74.5% | $41,471-76.1% |
| Participant deferral / active EE | $0 | $67-100.0% | $74-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,182-100.0% | $4,182-100.0% | $21,546-100.0% |