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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $58,740 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,471 | $60,165-59.3% | $74,184-67.0% | $55,167-55.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.23% | 10.00%-3.8pp | 17.74%-11.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $2,766 | $1,600+72.9% | $2,370+16.7% | $1,963+40.9% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $242 | $419-42.4% | $5,586-95.7% | $504-52.1% |