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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,477 | $65,082-51.6% | $81,367-61.3% | $59,633-47.2% |
| Participation rate | 86.5% | 76.0%+10.6pp | 82.3%+4.2pp | 68.7%+17.8pp |
| Annual return | 0.00% | 1.16%-1.2pp | -0.92%+0.9pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,178 | $2,934-59.9% | $3,930-70.0% | $2,203-46.5% |
| Participant deferral / active EE | $954 | $4,083-76.6% | $5,383-82.3% | $3,192-70.1% |
| Admin fee / account holder | $4 | $7,582-99.9% | $8,926-100.0% | $4,297-99.9% |