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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 18 · EIN 13-5674085 | Investment management fees paid direc... | $9,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | 10.58% | -2.51%+13.1pp | -102.04%+112.6pp | -0.69%+11.3pp |
| Employer contribution / active EE | $5,979 | $11,346-47.3% | $36,232-83.5% | $16,786-64.4% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |