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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER SMITH Service code 18 · EIN 13-5674085 | Sub-transfer agency fees; Shareholder... | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $261,924-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 4.7%-4.7pp |
| Annual return | -6.52% | -3.22%-3.3pp | -2.99%-3.5pp | -0.69%-5.8pp |
| Employer contribution / active EE | $11,391 | $32,178-64.6% | $41,623-72.6% | $16,786-32.1% |
| Participant deferral / active EE | $0 | $442-100.0% | $35-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $38,841-100.0% | $124-100.0% |