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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $6,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,240 | $64,909+231.6% | $82,312+161.5% | $62,293+245.5% |
| Participation rate | 96.5% | 74.9%+21.7pp | 76.9%+19.6pp | 69.5%+27.0pp |
| Annual return | 10.71% | 21.18%-10.5pp | 25.88%-15.2pp | 28.90%-18.2pp |
| Employer contribution / active EE | $9,730 | $1,676+480.5% | $2,428+300.7% | $2,042+376.4% |
| Participant deferral / active EE | $4,127 | $3,103+33.0% | $3,706+11.4% | $3,169+30.2% |
| Admin fee / account holder | $55 | $440-87.4% | $5,608-99.0% | $479-88.5% |