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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH FENNER & SMITH Service code 52 | Indirect Investment Fees | $65,092 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,831 |
AADP BROKER - DEALER3 years Service code 99 | Other Fees | $0 |
ADP BROKER-DEALER3 years Filed as: ADP BROKER - DEALER Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER3 years Filed as: ADP DEALER - BROKER Service code 99 | Other Fees | $0 |
MERRIL LYNCH3 years Filed as: MERRIL LYNCH PIERCE FENNER & SMITH Service code 52 | Indirect Investment Fees | $0 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,630 | $55,415+43.7% | $155,509-48.8% | $74,495+6.9% |
| Participation rate | 85.3% | 61.9%+23.4pp | 78.2%+7.1pp | 67.2%+18.1pp |
| Annual return | 10.99% | 268.50%-257.5pp | 64.67%-53.7pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $4,872 | $2,267+114.9% | $4,672+4.3% | $2,623+85.7% |
| Participant deferral / active EE | $4,871 | $2,836+71.8% | $5,626-13.4% | $4,346+12.1% |
| Admin fee / account holder | $111 | $1,738-93.6% | $15,912-99.3% | $1,942-94.3% |