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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $46,302 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,957 | $58,859+12.1% | $129,397-49.0% | $77,714-15.1% |
| Participation rate | 89.0% | 59.3%+29.7pp | 69.6%+19.4pp | 70.6%+18.4pp |
| Annual return | 15.10% | 24.74%-9.6pp | 9453.98%-9438.9pp | 31.26%-16.2pp |
| Employer contribution / active EE | $1,894 | $1,952-3.0% | $4,154-54.4% | $2,727-30.5% |
| Participant deferral / active EE | $7,844 | $3,215+143.9% | $4,167+88.2% | $4,649+68.7% |
| Admin fee / account holder | $122 | $591-79.3% | $7,679-98.4% | $433-71.7% |