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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $127,474 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $39,105 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,597 | $45,000+56.9% | $143,801-50.9% | $77,906-9.4% |
| Participation rate | 99.3% | 66.8%+32.5pp | 80.3%+19.0pp | 73.7%+25.6pp |
| Annual return | -8.01% | 29.03%-37.0pp | -0.04%-8.0pp | 12.16%-20.2pp |
| Employer contribution / active EE | $5,994 | $1,870+220.6% | $4,952+21.0% | $2,846+110.6% |
| Participant deferral / active EE | $4,958 | $3,157+57.1% | $5,639-12.1% | $4,805+3.2% |
| Admin fee / account holder | $166 | $98+69.1% | $14,680-98.9% | $133+25.6% |