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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $30,340 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,547 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,853 | $72,639-6.6% | $90,766-25.2% | $66,949+1.4% |
| Participation rate | 84.1% | 73.7%+10.4pp | 75.7%+8.4pp | 69.8%+14.3pp |
| Annual return | -13.42% | -12.28%-1.1pp | -12.16%-1.3pp | 1.57%-15.0pp |
| Employer contribution / active EE | $4,024 | $2,369+69.8% | $2,922+37.7% | $2,545+58.1% |
| Participant deferral / active EE | $6,753 | $3,979+69.7% | $4,565+47.9% | $4,239+59.3% |
| Admin fee / account holder | $290 | $708-59.0% | $8,446-96.6% | $594-51.2% |