Filed December 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 28 · EIN 13-5674085 | Investment Management | $138,409 |
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Employer contribution per participant 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 | $0 | $1,723,788-100.0% | $158,640-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 22.2%-22.2pp | 1.9%-1.9pp |
| Annual return | 17.15% | 23.90%-6.7pp | 10.66%+6.5pp | 23.90%-6.7pp |
| Employer contribution / active EE | $2,521 | $16,539-84.8% | $30,880-91.8% | $16,539-84.8% |
| Participant deferral / active EE | $0 | $350-100.0% | $65-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,478-100.0% | $18,975-100.0% |