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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,380 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,493 | $65,246+113.8% | $98,716+41.3% | $67,986+105.2% |
| Participation rate | 72.1% | 51.4%+20.7pp | 69.3%+2.8pp | 57.2%+14.9pp |
| Annual return | 11.76% | 20.58%-8.8pp | 31.81%-20.1pp | 31.67%-19.9pp |
| Employer contribution / active EE | $1,054 | $1,042+1.2% | $2,279-53.7% | $2,019-47.8% |
| Participant deferral / active EE | $6,645 | $2,594+156.2% | $4,048+64.2% | $3,358+97.9% |
| Admin fee / account holder | $146 | $4,561-96.8% | $8,703-98.3% | $3,203-95.4% |