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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $24,725 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,595 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,904 | $50,898+110.0% | $171,082-37.5% | $55,167+93.8% |
| Participation rate | 96.9% | 63.3%+33.6pp | 76.7%+20.2pp | 69.0%+27.9pp |
| Annual return | 12.10% | 15.34%-3.2pp | 32.56%-20.5pp | 169.23%-157.1pp |
| Employer contribution / active EE | $3,164 | $1,433+120.8% | $4,002-20.9% | $1,963+61.2% |
| Participant deferral / active EE | $9,877 | $2,994+229.9% | $4,797+105.9% | $3,054+223.4% |
| Admin fee / account holder | $241 | $500-51.8% | $8,520-97.2% | $504-52.2% |