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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $9,129 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,597 | $34,316-48.7% | $74,722-76.5% | $72,975-75.9% |
| Participation rate | 93.5% | 42.4%+51.1pp | 54.5%+39.0pp | 69.5%+24.0pp |
| Annual return | 18.51% | 26.58%-8.1pp | 753.11%-734.6pp | 81.01%-62.5pp |
| Employer contribution / active EE | $543 | $692-21.4% | $1,084-49.9% | $2,440-77.7% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,963-100.0% | $3,608-100.0% |
| Admin fee / account holder | $88 | $2,125-95.9% | $3,335-97.4% | $5,124-98.3% |