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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $45,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,530 | $65,453+221.7% | $86,698+142.8% | $66,938+214.5% |
| Participation rate | 98.6% | 75.5%+23.1pp | 76.6%+22.0pp | 69.8%+28.8pp |
| Annual return | -10.96% | -10.89%-0.1pp | 35.95%-46.9pp | 1.58%-12.5pp |
| Employer contribution / active EE | $6,365 | $2,154+195.5% | $2,837+124.4% | $2,545+150.1% |
| Participant deferral / active EE | $5,440 | $4,102+32.6% | $4,656+16.8% | $4,238+28.4% |
| Admin fee / account holder | $232 | $642-63.9% | $7,493-96.9% | $594-60.9% |