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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,452 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $182,823-100.0% | $161,596-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 81.5%-81.5pp | 80.7%-80.7pp | 82.4%-82.4pp |
| Annual return | -94.23% | 484.64%-578.9pp | 389.92%-484.2pp | 202.70%-296.9pp |
| Employer contribution / active EE | $0 | $4,109-100.0% | $3,977-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $7,056-100.0% | $6,750-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,687-100.0% | $13,161-100.0% | $19,030-100.0% |