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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $68,362 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,390 | $57,739+103.3% | $112,273+4.6% | $74,460+57.7% |
| Participation rate | 94.8% | 55.6%+39.2pp | 72.4%+22.3pp | 70.7%+24.0pp |
| Annual return | 19.53% | 19.52%0pp | 30.23%-10.7pp | 34.38%-14.9pp |
| Employer contribution / active EE | $4,584 | $1,675+173.7% | $3,431+33.6% | $2,638+73.7% |
| Participant deferral / active EE | $7,022 | $2,891+142.9% | $4,800+46.3% | $4,530+55.0% |
| Admin fee / account holder | $7 | $462-98.4% | $7,752-99.9% | $348-97.9% |