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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,831 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,464 | $45,602+12.9% | $117,529-56.2% | $66,949-23.1% |
| Participation rate | 87.3% | 57.6%+29.7pp | 70.6%+16.7pp | 69.8%+17.5pp |
| Annual return | -18.41% | -16.74%-1.7pp | 29.77%-48.2pp | 1.57%-20.0pp |
| Employer contribution / active EE | $1,746 | $1,579+10.6% | $4,179-58.2% | $2,545-31.4% |
| Participant deferral / active EE | $7,342 | $2,845+158.1% | $4,072+80.3% | $4,239+73.2% |
| Admin fee / account holder | $10 | $661-98.5% | $5,645-99.8% | $594-98.3% |