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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER&SMITH Service code 59 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $952,344 | $69,383+1272.6% | $101,275+840.4% | $73,501+1195.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 32.17% | 18.46%+13.7pp | 46.46%-14.3pp | 28.51%+3.7pp |
| Employer contribution / active EE | $13,864 | $2,628+427.5% | $3,660+278.8% | $2,270+510.7% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $43 | $704-93.9% | $5,948-99.3% | $513-91.7% |