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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,962 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,999 | $45,283+89.9% | $155,789-44.8% | $52,331+64.3% |
| Participation rate | 94.6% | 62.2%+32.4pp | 76.1%+18.5pp | 68.1%+26.5pp |
| Annual return | -0.50% | 1.80%-2.3pp | 71.54%-72.0pp | 4.54%-5.0pp |
| Employer contribution / active EE | $2,801 | $1,329+110.8% | $3,839-27.0% | $1,882+48.9% |
| Participant deferral / active EE | $8,837 | $2,854+209.6% | $4,798+84.2% | $3,022+192.4% |
| Admin fee / account holder | $8 | $981-99.1% | $7,477-99.9% | $592-98.6% |