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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $141,518 |
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 | $75,802 | $89,123-14.9% | $102,460-26.0% | $77,762-2.5% |
| Participation rate | 89.2% | 80.9%+8.3pp | 76.5%+12.7pp | 70.6%+18.6pp |
| Annual return | 10.76% | 25.05%-14.3pp | 29.47%-18.7pp | 31.27%-20.5pp |
| Employer contribution / active EE | $3,665 | $2,700+35.8% | $3,025+21.2% | $2,728+34.4% |
| Participant deferral / active EE | $5,938 | $5,148+15.4% | $5,056+17.4% | $4,651+27.7% |
| Admin fee / account holder | $198 | $236-16.0% | $9,460-97.9% | $433-54.2% |