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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 | $19,170 |
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 | $26,206 | $58,888-55.5% | $178,498-85.3% | $73,493-64.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.57% | 24.86%-7.3pp | 151.09%-133.5pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,333 | $2,236+4.3% | $5,011-53.4% | $2,270+2.8% |
| Participant deferral / active EE | $1,359 | $2,568-47.1% | $5,202-73.9% | $3,740-63.7% |
| Admin fee / account holder | $118 | $400-70.5% | $13,985-99.2% | $513-77.0% |