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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-3180817 | Investment Management | $7,993 |
Participant contribution per participant 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 | $160,339 | $73,102+119.3% | $123,553+29.8% | $56,289+184.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 23.07% | 3.01%+20.1pp | 119.21%-96.1pp | -9.96%+33.0pp |
| Employer contribution / active EE | $11,373 | $2,977+282.0% | $4,628+145.7% | $2,111+438.7% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $49 | $554-91.1% | $9,284-99.5% | $521-90.6% |