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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 26 · EIN 13-5674085 | Advisory (Participants) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $442 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,653 | $61,166+321.2% | $185,849+38.6% | $79,391+224.5% |
| Participation rate | 83.6% | 66.6%+17.0pp | 81.7%+1.9pp | 70.7%+12.9pp |
| Annual return | 13.04% | 19.45%-6.4pp | 122.10%-109.1pp | 116.88%-103.8pp |
| Employer contribution / active EE | $5,031 | $2,321+116.8% | $5,169-2.7% | $2,428+107.2% |
| Participant deferral / active EE | $4,784 | $2,789+71.5% | $5,569-14.1% | $4,046+18.2% |
| Admin fee / account holder | $248 | $710-65.1% | $16,244-98.5% | $627-60.4% |