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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $8,301 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,852 | $80,753+80.6% | $136,298+7.0% | $62,293+134.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 8.03% | 35.83%-27.8pp | 5156.27%-5148.2pp | 28.90%-20.9pp |
| Employer contribution / active EE | $7,324 | $2,884+154.0% | $4,696+56.0% | $2,042+258.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $59 | $525-88.8% | $9,244-99.4% | $479-87.7% |