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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FEN. & SMITH Service code 18 · EIN 13-5674085 | Custodial (other than securities); Ot... | $13,468 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $139,743-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 22.6%-22.6pp | 3.6%-3.6pp |
| Annual return | 6.12% | 11.88%-5.8pp | 4.96%+1.2pp | 11.88%-5.8pp |
| Employer contribution / active EE | $2,386 | $14,612-83.7% | $29,749-92.0% | $14,612-83.7% |
| Participant deferral / active EE | $0 | $518-100.0% | $26-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $3,369-100.0% | $637-100.0% |