Filed January 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $19,860 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,308 | $73,034-81.8% | $77,163-82.8% | $80,160-83.4% |
| Participation rate | 83.4% | 78.1%+5.3pp | 69.6%+13.8pp | 72.9%+10.5pp |
| Annual return | 13.60% | 18.56%-5.0pp | 37.87%-24.3pp | 40.38%-26.8pp |
| Employer contribution / active EE | $1,261 | $2,779-54.6% | $2,535-50.3% | $2,978-57.7% |
| Participant deferral / active EE | $1,949 | $4,140-52.9% | $3,833-49.2% | $5,017-61.2% |
| Admin fee / account holder | $13 | $104-87.6% | $5,472-99.8% | $145-91.1% |