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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 99 · EIN 13-5674085 | Other Fees | $139,999 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $50,119 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,205 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,395 | $110,258+6.5% | $102,460+14.6% | $200,096-41.3% |
| Participation rate | 99.3% | 86.3%+13.0pp | 76.5%+22.8pp | 72.0%+27.3pp |
| Annual return | 15.06% | 35.78%-20.7pp | 29.47%-14.4pp | 34.26%-19.2pp |
| Employer contribution / active EE | $1,500 | $3,605-58.4% | $3,025-50.4% | $3,038-50.6% |
| Participant deferral / active EE | $6,428 | $6,377+0.8% | $5,056+27.1% | $5,090+26.3% |
| Admin fee / account holder | $202 | $122+65.5% | $9,460-97.9% | $269-24.9% |