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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $63,763 |
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Employer contribution per participant 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 | $0 | $0 | $328,890-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.1%-41.1pp | 0.0%0pp |
| Annual return | 10.35% | 10.77%-0.4pp | 8.43%+1.9pp | 10.77%-0.4pp |
| Employer contribution / active EE | $2,057 | $15,292-86.5% | $29,249-93.0% | $15,292-86.5% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $13-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $10,081-100.0% | - |