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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 | $72,994+93.5% | $120,368+17.3% | $77,671+81.9% |
| Participation rate | 95.5% | 55.2%+40.2pp | 71.9%+23.6pp | 70.6%+24.9pp |
| Annual return | 13.31% | 18.23%-4.9pp | 107.26%-93.9pp | 31.21%-17.9pp |
| Employer contribution / active EE | $5,239 | $1,793+192.2% | $3,465+51.2% | $2,726+92.1% |
| Participant deferral / active EE | $8,209 | $3,011+172.7% | $4,991+64.5% | $4,648+76.6% |
| Admin fee / account holder | $275 | $658-58.2% | $9,429-97.1% | $430-36.1% |