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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $176,752 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,249 | $73,149+93.1% | $120,580+17.1% | $77,762+81.6% |
| Participation rate | 95.5% | 55.2%+40.3pp | 72.0%+23.5pp | 70.6%+24.9pp |
| Annual return | 13.31% | 18.24%-4.9pp | 107.48%-94.2pp | 31.27%-18.0pp |
| Employer contribution / active EE | $5,239 | $1,793+192.1% | $3,469+51.0% | $2,728+92.0% |
| Participant deferral / active EE | $8,209 | $3,006+173.1% | $4,995+64.3% | $4,651+76.5% |
| Admin fee / account holder | $275 | $660-58.3% | $9,418-97.1% | $433-36.4% |