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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $40,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,909 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,043 | $48,576+165.7% | $169,452-23.8% | $56,287+129.3% |
| Participation rate | 97.3% | 65.8%+31.5pp | 77.8%+19.5pp | 69.9%+27.4pp |
| Annual return | -7.67% | -2.51%-5.2pp | 1.83%-9.5pp | -9.96%+2.3pp |
| Employer contribution / active EE | $4,653 | $1,559+198.4% | $4,157+11.9% | $2,111+120.4% |
| Participant deferral / active EE | $10,825 | $3,275+230.5% | $5,277+105.1% | $3,350+223.2% |
| Admin fee / account holder | $299 | $435-31.3% | $9,110-96.7% | $521-42.7% |