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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $956 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,382 | $98,766+88.7% | $149,730+24.5% | $79,852+133.4% |
| Participation rate | 98.6% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.0pp |
| Annual return | 9.80% | 27.43%-17.6pp | 276.70%-266.9pp | 31.72%-21.9pp |
| Employer contribution / active EE | $3,972 | $3,217+23.5% | $4,645-14.5% | $2,471+60.8% |
| Participant deferral / active EE | $7,097 | $5,681+24.9% | $6,843+3.7% | $3,740+89.7% |
| Admin fee / account holder | $29 | $6,052-99.5% | $9,310-99.7% | $5,306-99.5% |