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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $72,371 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,156 | $65,376-53.9% | $87,104-65.4% | $65,185-53.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 14.21% | 31.27%-17.1pp | 28.19%-14.0pp | 29.38%-15.2pp |
| Employer contribution / active EE | $126 | $1,822-93.1% | $2,521-95.0% | $2,177-94.2% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $299 | $520-42.5% | $7,491-96.0% | $847-64.7% |