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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,175 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,954 | $86,655+326.9% | $119,622+209.3% | $66,938+452.7% |
| Participation rate | 90.7% | 75.6%+15.2pp | 79.3%+11.5pp | 69.8%+20.9pp |
| Annual return | -14.56% | -8.00%-6.6pp | -14.98%+0.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $27,672 | $2,536+991.1% | $4,232+553.8% | $2,545+987.2% |
| Participant deferral / active EE | $7,062 | $4,358+62.0% | $5,601+26.1% | $4,238+66.6% |
| Admin fee / account holder | $28 | $755-96.3% | $10,328-99.7% | $594-95.3% |