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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $13,312 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,441 | $53,344+13.3% | $121,210-50.1% | $74,473-18.8% |
| Participation rate | 93.8% | 60.0%+33.8pp | 69.5%+24.3pp | 70.7%+23.1pp |
| Annual return | 20.81% | 35.15%-14.3pp | 987.41%-966.6pp | 34.36%-13.5pp |
| Employer contribution / active EE | $1,950 | $1,898+2.8% | $4,171-53.2% | $2,638-26.1% |
| Participant deferral / active EE | $8,074 | $3,220+150.8% | $4,084+97.7% | $4,530+78.2% |
| Admin fee / account holder | $41 | $382-89.3% | $5,647-99.3% | $347-88.3% |