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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 | Advisory (Plan) | $29,338 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,199 | $104,479-35.7% | $159,474-57.9% | $79,391-15.4% |
| Participation rate | 88.9% | 76.6%+12.3pp | 82.8%+6.1pp | 70.7%+18.2pp |
| Annual return | 26.58% | 67.98%-41.4pp | 263.68%-237.1pp | 116.88%-90.3pp |
| Employer contribution / active EE | $2,128 | $3,417-37.7% | $4,831-56.0% | $2,428-12.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $232 | $711-67.5% | $10,802-97.9% | $627-63.0% |