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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $102,227 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $444,773-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 7.74% | 10.08%-2.3pp | 6.38%+1.4pp | 10.08%-2.3pp |
| Employer contribution / active EE | $95,604 | $15,414+520.2% | $39,647+141.1% | $15,414+520.2% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $58-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $37,010-100.0% | - |