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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 26 · EIN 13-5674085 | Advisory (Participants) | $35,657 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,859 |
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 | $39,170 | $37,196+5.3% | $154,114-74.6% | $55,725-29.7% |
| Participation rate | 87.2% | 64.1%+23.1pp | 83.0%+4.2pp | 70.9%+16.4pp |
| Annual return | -2.85% | 1319.68%-1322.5pp | 735.16%-738.0pp | 244.93%-247.8pp |
| Employer contribution / active EE | $859 | $1,614-46.8% | $5,298-83.8% | $2,078-58.7% |
| Participant deferral / active EE | $3,059 | $2,068+47.9% | $5,081-39.8% | $3,356-8.8% |
| Admin fee / account holder | $88 | $102-13.8% | $13,411-99.3% | $115-23.9% |