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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYN, PIERCE, FENNER & SMITH Service code 18 · EIN 13-5674085 | Investment management fees paid direc... | $86,658 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $192,069-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 13.2%-13.2pp | 0.8%-0.8pp |
| Annual return | 0.38% | -0.60%+1.0pp | -0.79%+1.2pp | -0.60%+1.0pp |
| Employer contribution / active EE | $5,226 | $12,272-57.4% | $28,419-81.6% | $12,272-57.4% |
| Participant deferral / active EE | $0 | $416-100.0% | $37-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $6,324-100.0% | $717-100.0% |