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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 | Custodial (other than securities); Sh... | $0 |
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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 | $409,661-100.0% | $312,618-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 1.7%-1.7pp |
| Annual return | 8.09% | 8.23%-0.1pp | 10.03%-1.9pp | 627.08%-619.0pp |
| Employer contribution / active EE | $4,669 | $13,919-66.5% | $38,789-88.0% | $18,824-75.2% |
| Participant deferral / active EE | $0 | $596-100.0% | $74-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,182-100.0% | $1,923-100.0% |