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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $166,918 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,290 | $50,169+107.9% | $149,740-30.4% | $80,187+30.1% |
| Participation rate | 92.8% | 64.3%+28.5pp | 78.8%+14.0pp | 72.9%+19.8pp |
| Annual return | 17.68% | 29.82%-12.1pp | 134.51%-116.8pp | 40.40%-22.7pp |
| Employer contribution / active EE | $3,960 | $1,869+111.8% | $4,821-17.9% | $2,980+32.9% |
| Participant deferral / active EE | $5,284 | $3,194+65.4% | $5,683-7.0% | $5,016+5.3% |
| Admin fee / account holder | $97 | $153-36.8% | $13,222-99.3% | $145-33.4% |