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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,959 | $57,108+19.0% | $94,229-27.9% | $52,331+29.9% |
| Participation rate | 92.9% | 72.9%+20.0pp | 78.8%+14.2pp | 68.1%+24.8pp |
| Annual return | -1.60% | 1.47%-3.1pp | 10.68%-12.3pp | 4.54%-6.1pp |
| Employer contribution / active EE | $2,156 | $1,735+24.3% | $3,587-39.9% | $1,882+14.6% |
| Participant deferral / active EE | $2,542 | $3,040-16.4% | $4,320-41.2% | $3,022-15.9% |
| Admin fee / account holder | $1 | $546-99.8% | $6,269-100.0% | $592-99.8% |