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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $33,863 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,936 | $81,948-7.3% | $90,766-16.3% | $64,824+17.1% |
| Participation rate | 93.3% | 80.5%+12.9pp | 75.7%+17.6pp | 71.5%+21.8pp |
| Annual return | -12.52% | -12.53%0pp | -12.16%-0.4pp | 32.84%-45.4pp |
| Employer contribution / active EE | $3,293 | $3,067+7.4% | $2,922+12.7% | $2,507+31.3% |
| Participant deferral / active EE | $4,835 | $4,844-0.2% | $4,565+5.9% | $4,311+12.2% |
| Admin fee / account holder | $49 | $157-68.7% | $8,446-99.4% | $188-73.9% |