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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $60,171 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,577 | $122,042-13.5% | $184,243-42.7% | $74,429+41.8% |
| Participation rate | 91.5% | 85.5%+6.0pp | 86.8%+4.7pp | 67.2%+24.3pp |
| Annual return | 18.88% | 19.91%-1.0pp | 28.82%-9.9pp | 1368.38%-1349.5pp |
| Employer contribution / active EE | $8,868 | $4,538+95.4% | $6,427+38.0% | $2,625+237.8% |
| Participant deferral / active EE | $14,582 | $7,143+104.2% | $9,132+59.7% | $4,348+235.4% |
| Admin fee / account holder | $252 | $1,252-79.9% | $13,914-98.2% | $1,944-87.1% |