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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $13,342 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,816 | $76,112+111.3% | $96,534+66.6% | $71,511+124.9% |
| Participation rate | 98.7% | 74.4%+24.3pp | 76.0%+22.7pp | 67.9%+30.7pp |
| Annual return | 23.44% | 22.81%+0.6pp | 25.88%-2.4pp | 28.86%-5.4pp |
| Employer contribution / active EE | $3,273 | $2,248+45.6% | $2,965+10.4% | $2,589+26.4% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $79 | $2,708-97.1% | $8,253-99.0% | $1,588-95.0% |