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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $44,743 |
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 | $169,430 | $59,186+186.3% | $76,768+120.7% | $56,287+201.0% |
| Participation rate | 95.9% | 75.2%+20.6pp | 77.0%+18.9pp | 69.9%+26.0pp |
| Annual return | -14.25% | 6.62%-20.9pp | 2.43%-16.7pp | -9.96%-4.3pp |
| Employer contribution / active EE | $8,146 | $1,759+363.2% | $2,485+227.8% | $2,111+285.9% |
| Participant deferral / active EE | $4,372 | $3,255+34.3% | $3,852+13.5% | $3,350+30.5% |
| Admin fee / account holder | $259 | $489-47.1% | $6,675-96.1% | $521-50.4% |