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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,355 |
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 | $106,905 | $79,189+35.0% | $102,457+4.3% | $74,400+43.7% |
| Participation rate | 98.1% | 74.8%+23.4pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 10.36% | 54.98%-44.6pp | 29.41%-19.0pp | 1367.51%-1357.1pp |
| Employer contribution / active EE | $2,655 | $2,362+12.4% | $3,022-12.2% | $2,624+1.2% |
| Participant deferral / active EE | $7,841 | $4,415+77.6% | $5,054+55.1% | $4,348+80.3% |
| Admin fee / account holder | $31 | $2,002-98.5% | $9,451-99.7% | $1,944-98.4% |