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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 28 · EIN 13-5674085 | Investment Management | $15,440 |
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 | $143,704 | $79,181+81.5% | $102,423+40.3% | $74,429+93.1% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | -5.29% | 54.97%-60.3pp | 29.42%-34.7pp | 1368.38%-1373.7pp |
| Employer contribution / active EE | $3,418 | $2,362+44.7% | $3,023+13.1% | $2,625+30.2% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $90 | $2,002-95.5% | $9,455-99.0% | $1,944-95.4% |