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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,694 |
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 | $120,873 | $93,589+29.2% | $135,942-11.1% | $75,181+60.8% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 8.72% | 30.90%-22.2pp | 68.28%-59.6pp | 160.69%-152.0pp |
| Employer contribution / active EE | $4,865 | $3,537+37.5% | $4,858+0.1% | $2,671+82.2% |
| Participant deferral / active EE | $10,410 | $6,405+62.5% | $7,759+34.2% | $4,126+152.3% |
| Admin fee / account holder | $85 | $6,977-98.8% | $10,764-99.2% | $5,650-98.5% |