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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $13,377 |
Annual investment return 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 | $83,599 | $84,784-1.4% | $98,461-15.1% | $74,460+12.3% |
| Participation rate | 95.9% | 81.5%+14.3pp | 75.2%+20.7pp | 70.7%+25.1pp |
| Annual return | 14.33% | 20.59%-6.3pp | 21.17%-6.8pp | 34.38%-20.0pp |
| Employer contribution / active EE | $3,488 | $3,364+3.7% | $3,049+14.4% | $2,638+32.2% |
| Participant deferral / active EE | $5,214 | $5,218-0.1% | $4,738+10.0% | $4,530+15.1% |
| Admin fee / account holder | $19 | $204-90.7% | $8,961-99.8% | $348-94.5% |