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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $159,964 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $51,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,140 | $50,169+63.7% | $149,740-45.1% | $80,187+2.4% |
| Participation rate | 98.6% | 64.3%+34.4pp | 78.8%+19.9pp | 72.9%+25.7pp |
| Annual return | 31.32% | 29.82%+1.5pp | 134.51%-103.2pp | 40.40%-9.1pp |
| Employer contribution / active EE | $6,486 | $1,869+247.0% | $4,821+34.5% | $2,980+117.7% |
| Participant deferral / active EE | $5,375 | $3,194+68.3% | $5,683-5.4% | $5,016+7.2% |
| Admin fee / account holder | $204 | $153+33.8% | $13,222-98.5% | $145+40.9% |