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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,806 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,237 | $53,901+2.5% | $134,162-58.8% | $73,497-24.8% |
| Participation rate | 88.9% | 62.8%+26.1pp | 72.2%+16.7pp | 70.7%+18.2pp |
| Annual return | 19.28% | 15.82%+3.5pp | 36.35%-17.1pp | 28.51%-9.2pp |
| Employer contribution / active EE | $1,420 | $1,458-2.6% | $3,705-61.7% | $2,270-37.5% |
| Participant deferral / active EE | $6,191 | $2,739+126.0% | $3,500+76.9% | $3,740+65.5% |
| Admin fee / account holder | $28 | $581-95.2% | $6,685-99.6% | $513-94.5% |