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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 | $1,015,091 | $77,677+1206.8% | $109,173+829.8% | $79,391+1178.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 17.45% | 23.44%-6.0pp | 25.75%-8.3pp | 116.88%-99.4pp |
| Employer contribution / active EE | $18,196 | $2,798+550.3% | $3,723+388.8% | $2,428+649.5% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $17 | $732-97.7% | $6,755-99.8% | $627-97.3% |