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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $23,702 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,050 | $63,471-18.0% | $68,803-24.4% | $66,949-22.3% |
| Participation rate | 97.9% | 60.0%+37.9pp | 69.0%+28.9pp | 69.8%+28.1pp |
| Annual return | -15.04% | -8.29%-6.8pp | -6.37%-8.7pp | 1.57%-16.6pp |
| Employer contribution / active EE | $2,221 | $1,776+25.1% | $2,656-16.4% | $2,545-12.7% |
| Participant deferral / active EE | $4,106 | $2,946+39.4% | $3,942+4.2% | $4,239-3.1% |
| Admin fee / account holder | $145 | $578-74.9% | $4,936-97.1% | $594-75.6% |