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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,614 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,966 | $73,459+259.3% | $178,528+47.9% | $74,429+254.7% |
| Participation rate | 97.4% | 66.5%+30.8pp | 77.1%+20.3pp | 67.2%+30.1pp |
| Annual return | 14.29% | 17.50%-3.2pp | 27.11%-12.8pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $9,460 | $2,219+326.3% | $3,950+139.5% | $2,625+260.4% |
| Participant deferral / active EE | $15,416 | $4,515+241.5% | $6,278+145.6% | $4,348+254.5% |
| Admin fee / account holder | $10 | $1,812-99.4% | $10,419-99.9% | $1,944-99.5% |