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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $42,271 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,714 | $53,344+100.0% | $121,204-12.0% | $74,460+43.3% |
| Participation rate | 75.9% | 60.0%+15.9pp | 69.5%+6.4pp | 70.7%+5.1pp |
| Annual return | 18.36% | 35.15%-16.8pp | 987.18%-968.8pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,529 | $1,898+33.3% | $4,170-39.4% | $2,638-4.1% |
| Participant deferral / active EE | $6,454 | $3,220+100.4% | $4,083+58.1% | $4,530+42.5% |
| Admin fee / account holder | $133 | $382-65.2% | $5,651-97.6% | $348-61.8% |