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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 | $18,988 |
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 | $18,643 | $47,977-61.1% | $154,114-87.9% | $56,287-66.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -3.46% | 3.54%-7.0pp | 735.16%-738.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,199 | $2,169+1.4% | $5,298-58.5% | $2,111+4.2% |
| Participant deferral / active EE | $1,539 | $2,392-35.7% | $5,081-69.7% | $3,350-54.1% |
| Admin fee / account holder | $115 | $438-73.7% | $13,411-99.1% | $521-77.8% |