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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,300 |
Annual investment return 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 | $39,104 | $54,213-27.9% | $93,696-58.3% | $77,736-49.7% |
| Participation rate | 77.6% | 64.0%+13.7pp | 68.7%+8.9pp | 70.6%+7.0pp |
| Annual return | 9.00% | 30.55%-21.5pp | 133.74%-124.7pp | 31.26%-22.3pp |
| Employer contribution / active EE | $821 | $1,168-29.7% | $2,422-66.1% | $2,728-69.9% |
| Participant deferral / active EE | $1,643 | $3,145-47.8% | $4,417-62.8% | $4,651-64.7% |
| Admin fee / account holder | $4 | $575-99.2% | $8,287-99.9% | $433-99.0% |