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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 | $255,499-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.35% | 10.08%+0.3pp | 6.84%+3.5pp | 10.08%+0.3pp |
| Employer contribution / active EE | $2,057 | $15,414-86.7% | $29,902-93.1% | $15,414-86.7% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $13-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $5,241-100.0% | - |