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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $31,589 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,707 | $64,871+75.3% | $129,110-11.9% | $66,930+69.9% |
| Participation rate | 83.2% | 74.0%+9.2pp | 77.3%+5.9pp | 69.8%+13.4pp |
| Annual return | -15.73% | -12.21%-3.5pp | -10.94%-4.8pp | 1.57%-17.3pp |
| Employer contribution / active EE | $6,671 | $3,741+78.3% | $5,052+32.1% | $2,545+162.1% |
| Participant deferral / active EE | $9,893 | $5,090+94.4% | $6,542+51.2% | $4,238+133.4% |
| Admin fee / account holder | $125 | $629-80.2% | $14,302-99.1% | $593-79.0% |