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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,536 |
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 | $299,067 | $74,661+300.6% | $160,784+86.0% | $67,986+339.9% |
| Participation rate | 97.4% | 57.1%+40.2pp | 77.0%+20.4pp | 57.2%+40.1pp |
| Annual return | 14.26% | 28.83%-14.6pp | 1803.92%-1789.7pp | 31.67%-17.4pp |
| Employer contribution / active EE | $9,789 | $1,829+435.2% | $3,733+162.2% | $2,019+384.9% |
| Participant deferral / active EE | $15,563 | $3,681+322.8% | $6,293+147.3% | $3,358+363.5% |
| Admin fee / account holder | $10 | $3,959-99.7% | $9,717-99.9% | $3,203-99.7% |