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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $26,856 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,241 | $75,183-58.4% | $123,894-74.8% | $55,167-43.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.67% | 19.01%-11.3pp | 47.52%-39.8pp | 169.23%-161.6pp |
| Employer contribution / active EE | $3,872 | $2,823+37.1% | $4,617-16.1% | $1,963+97.3% |
| Participant deferral / active EE | $5,991 | $5,084+17.8% | $5,984+0.1% | $3,054+96.2% |
| Admin fee / account holder | $17 | $663-97.4% | $8,357-99.8% | $504-96.6% |