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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $29,393 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $292,591 | $36,904+692.8% | $158,223+84.9% | $65,191+348.8% |
| Participation rate | 93.6% | 62.1%+31.5pp | 79.2%+14.4pp | 63.0%+30.6pp |
| Annual return | 13.57% | 24.43%-10.9pp | 52.09%-38.5pp | 51.24%-37.7pp |
| Employer contribution / active EE | $23,164 | $1,489+1455.4% | $4,109+463.8% | $2,400+865.2% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $5,467-100.0% | $2,671-100.0% |
| Admin fee / account holder | $51 | $793-93.6% | $16,047-99.7% | $907-94.4% |