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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL, LYNCH, PIERCE, FENNER AND Service code 19 · EIN 13-3180817 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities Custodian | $14,847 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,225 | $55,453-63.5% | $170,435-88.1% | $62,293-67.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.73% | 21.38%-5.6pp | 205.94%-190.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,375 | $2,164+9.8% | $5,432-56.3% | $2,042+16.3% |
| Participant deferral / active EE | $1,512 | $2,303-34.3% | $4,939-69.4% | $3,169-52.3% |
| Admin fee / account holder | $74 | $455-83.8% | $13,881-99.5% | $479-84.6% |