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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $140,447 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $65,994 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,267 | $53,204+75.3% | $155,556-40.0% | $200,096-53.4% |
| Participation rate | 83.5% | 64.1%+19.4pp | 78.2%+5.3pp | 72.0%+11.5pp |
| Annual return | 14.80% | 41.02%-26.2pp | 64.84%-50.0pp | 34.26%-19.5pp |
| Employer contribution / active EE | $6,800 | $1,850+267.5% | $4,675+45.4% | $3,038+123.8% |
| Participant deferral / active EE | $5,725 | $3,163+81.0% | $5,631+1.7% | $5,090+12.5% |
| Admin fee / account holder | $234 | $186+25.8% | $15,885-98.5% | $269-13.3% |