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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $64,670 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,217 | $64,909-59.6% | $82,312-68.1% | $62,293-57.9% |
| Participation rate | 99.6% | 74.9%+24.7pp | 76.9%+22.7pp | 69.5%+30.1pp |
| Annual return | 8.08% | 21.18%-13.1pp | 25.88%-17.8pp | 28.90%-20.8pp |
| Employer contribution / active EE | $1,948 | $1,676+16.2% | $2,428-19.8% | $2,042-4.6% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $253 | $440-42.4% | $5,608-95.5% | $479-47.2% |