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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,303 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,970 | $65,453+43.6% | $86,698+8.4% | $66,938+40.4% |
| Participation rate | 99.4% | 75.5%+23.9pp | 76.6%+22.8pp | 69.8%+29.6pp |
| Annual return | -12.82% | -10.89%-1.9pp | 35.95%-48.8pp | 1.58%-14.4pp |
| Employer contribution / active EE | $2,595 | $2,154+20.5% | $2,837-8.5% | $2,545+2.0% |
| Participant deferral / active EE | $7,560 | $4,102+84.3% | $4,656+62.4% | $4,238+78.4% |
| Admin fee / account holder | $20 | $642-96.8% | $7,493-99.7% | $594-96.6% |