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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $115,059 |
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 | $378,347 | $111,491+239.4% | $189,534+99.6% | $86,828+335.7% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.8%+10.3pp | 72.3%+25.8pp |
| Annual return | 24.80% | 83.50%-58.7pp | 555.39%-530.6pp | 97.95%-73.1pp |
| Employer contribution / active EE | $12,008 | $3,951+203.9% | $6,162+94.9% | $2,406+399.1% |
| Participant deferral / active EE | $15,880 | $6,437+146.7% | $8,220+93.2% | $4,132+284.3% |
| Admin fee / account holder | $95 | $189-49.4% | $12,049-99.2% | $170-43.7% |