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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 20 · EIN 13-1788491 | Trustee (individual); Trustee (bank, ... | $27,723 |
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 | $54,468 | $53,412+2.0% | $68,509-20.5% | $52,331+4.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | -6.47% | 3.42%-9.9pp | 8.27%-14.7pp | 4.54%-11.0pp |
| Employer contribution / active EE | $2,259 | $1,607+40.6% | $2,278-0.8% | $1,882+20.1% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $130 | $461-71.7% | $5,275-97.5% | $592-78.0% |