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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 20 · EIN 13-1788491 | Trustee (bank, trust company, or simi... | $20,270 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,680 | $56,640-10.5% | $78,002-35.0% | $55,167-8.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 8.71% | 2868.48%-2859.8pp | 425.99%-417.3pp | 169.23%-160.5pp |
| Employer contribution / active EE | $2,147 | $1,724+24.5% | $2,470-13.1% | $1,963+9.4% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $88 | $467-81.1% | $5,481-98.4% | $504-82.5% |