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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $21,237 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $115,295 | $65,378+76.4% | $87,103+32.4% | $65,186+76.9% |
| Participation rate | 99.1% | 75.3%+23.8pp | 76.9%+22.2pp | 70.2%+28.9pp |
| Annual return | 1.57% | 31.28%-29.7pp | 28.19%-26.6pp | 29.39%-27.8pp |
| Employer contribution / active EE | $6,363 | $1,823+249.1% | $2,521+152.3% | $2,177+192.3% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $126 | $520-75.8% | $7,491-98.3% | $847-85.2% |