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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $126,601 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,819 | $104,631+85.2% | $98,462+96.8% | $80,187+141.7% |
| Participation rate | 98.4% | 87.5%+10.9pp | 75.2%+23.2pp | 72.9%+25.5pp |
| Annual return | 17.51% | 34.72%-17.2pp | 21.20%-3.7pp | 40.40%-22.9pp |
| Employer contribution / active EE | $5,270 | $4,517+16.7% | $3,049+72.8% | $2,980+76.9% |
| Participant deferral / active EE | $11,951 | $6,545+82.6% | $4,738+152.2% | $5,016+138.3% |
| Admin fee / account holder | $31 | $105-70.4% | $8,875-99.7% | $145-78.6% |