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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 | $50,902-11.7% | $155,534-71.1% | $77,736-42.2% |
| Participation rate | 82.1% | 63.1%+19.0pp | 78.2%+3.9pp | 70.6%+11.5pp |
| Annual return | 12.53% | 34.85%-22.3pp | 64.92%-52.4pp | 31.26%-18.7pp |
| Employer contribution / active EE | $886 | $1,991-55.5% | $4,675-81.0% | $2,728-67.5% |
| Participant deferral / active EE | $5,097 | $2,824+80.5% | $5,630-9.5% | $4,651+9.6% |
| Admin fee / account holder | $79 | $437-81.9% | $15,900-99.5% | $433-81.7% |