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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... | $88,285 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $139,743-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 22.6%-22.6pp | 1.8%-1.8pp |
| Annual return | 6.75% | 7.18%-0.4pp | 4.96%+1.8pp | 7.18%-0.4pp |
| Employer contribution / active EE | $6,452 | $13,095-50.7% | $29,749-78.3% | $13,095-50.7% |
| Participant deferral / active EE | $0 | $385-100.0% | $26-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,369-100.0% | $362-100.0% |