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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,620 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,859 | $76,107+40.4% | $96,576+10.6% | $71,495+49.5% |
| Participation rate | 97.6% | 74.4%+23.2pp | 76.0%+21.6pp | 67.9%+29.6pp |
| Annual return | 22.26% | 22.81%-0.5pp | 25.87%-3.6pp | 28.85%-6.6pp |
| Employer contribution / active EE | $2,381 | $2,247+5.9% | $2,965-19.7% | $2,589-8.1% |
| Participant deferral / active EE | $7,176 | $4,218+70.1% | $4,851+47.9% | $4,291+67.2% |
| Admin fee / account holder | $32 | $2,708-98.8% | $8,253-99.6% | $1,588-98.0% |