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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $75 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,940 | $53,412-12.1% | $68,509-31.5% | $52,331-10.3% |
| Participation rate | 77.0% | 71.7%+5.3pp | 74.7%+2.2pp | 68.1%+8.9pp |
| Annual return | 0.00% | 3.42%-3.4pp | 8.27%-8.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $376 | $1,607-76.6% | $2,278-83.5% | $1,882-80.0% |
| Participant deferral / active EE | $755 | $2,688-71.9% | $3,382-77.7% | $3,022-75.0% |
| Admin fee / account holder | $0 | $461-99.9% | $5,275-100.0% | $592-99.9% |