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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $8,045 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,143 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,379 | $69,383+57.6% | $101,271+8.0% | $73,493+48.8% |
| Participation rate | 89.8% | 68.4%+21.4pp | 75.8%+14.0pp | 70.7%+19.1pp |
| Annual return | 13.90% | 18.46%-4.6pp | 46.48%-32.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $3,397 | $2,628+29.2% | $3,660-7.2% | $2,270+49.6% |
| Participant deferral / active EE | $5,970 | $3,301+80.9% | $4,371+36.6% | $3,740+59.6% |
| Admin fee / account holder | $67 | $704-90.5% | $5,948-98.9% | $513-86.9% |