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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 61-1732930 | Consulting | $5,322 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $657 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,953 | $82,674+127.3% | $125,381+49.9% | $68,486+174.4% |
| Participation rate | 92.7% | 75.1%+17.6pp | 82.4%+10.3pp | 67.9%+24.8pp |
| Annual return | -10.88% | -5.97%-4.9pp | 572.31%-583.2pp | -7.85%-3.0pp |
| Employer contribution / active EE | $4,796 | $3,382+41.8% | $4,815-0.4% | $2,597+84.7% |
| Participant deferral / active EE | $6,613 | $6,111+8.2% | $7,448-11.2% | $4,028+64.2% |
| Admin fee / account holder | $63 | $6,277-99.0% | $10,007-99.4% | $5,404-98.8% |