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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 | $36,002+712.7% | $161,489+81.2% | $64,728+352.0% |
| Participation rate | 93.6% | 57.4%+36.1pp | 78.7%+14.9pp | 57.9%+35.7pp |
| Annual return | 13.57% | 33.93%-20.4pp | 89.72%-76.1pp | 49.38%-35.8pp |
| Employer contribution / active EE | $23,164 | $1,380+1579.1% | $4,268+442.7% | $2,243+932.9% |
| Participant deferral / active EE | $0 | $1,815-100.0% | $5,630-100.0% | $2,729-100.0% |
| Admin fee / account holder | $51 | $931-94.5% | $16,006-99.7% | $1,145-95.6% |