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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $45,677 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,251 | $81,948-20.4% | $90,756-28.1% | $64,814+0.7% |
| Participation rate | 94.9% | 80.5%+14.4pp | 75.7%+19.2pp | 71.5%+23.4pp |
| Annual return | -13.00% | -12.53%-0.5pp | -12.16%-0.8pp | 32.84%-45.8pp |
| Employer contribution / active EE | $2,342 | $3,067-23.7% | $2,922-19.9% | $2,507-6.6% |
| Participant deferral / active EE | $4,022 | $4,844-17.0% | $4,565-11.9% | $4,310-6.7% |
| Admin fee / account holder | $41 | $157-74.2% | $8,445-99.5% | $188-78.4% |