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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE Service code 26 · EIN 13-5674085 | Advisory (Participants) | $41,355 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,940 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,970 | $50,812-11.5% | $155,602-71.1% | $77,692-42.1% |
| Participation rate | 82.1% | 63.1%+19.0pp | 78.2%+3.9pp | 70.6%+11.5pp |
| Annual return | 12.53% | 34.85%-22.3pp | 64.81%-52.3pp | 31.25%-18.7pp |
| Employer contribution / active EE | $886 | $1,989-55.4% | $4,675-81.0% | $2,726-67.5% |
| Participant deferral / active EE | $5,097 | $2,822+80.6% | $5,629-9.5% | $4,648+9.6% |
| Admin fee / account holder | $79 | $436-81.9% | $15,923-99.5% | $431-81.6% |