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| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH2 years Service code 28 100 WILSHIRE BLD · SANTA MONICA, CA 90401 | Investment Management | $13,030 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,231 | $79,209-40.4% | $102,434-53.9% | $74,459-36.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 6.25% | 54.98%-48.7pp | 29.46%-23.2pp | 1369.70%-1363.4pp |
| Employer contribution / active EE | $5,192 | $2,362+119.8% | $3,023+71.7% | $2,626+97.7% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $121 | $2,002-94.0% | $9,462-98.7% | $1,945-93.8% |