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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $13,525 |
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 | $117,052 | $105,190+11.3% | $98,920+18.3% | $90,274+29.7% |
| Participation rate | 93.5% | 86.4%+7.1pp | 76.0%+17.5pp | 73.4%+20.1pp |
| Annual return | 10.39% | 18.52%-8.1pp | 196.47%-186.1pp | 53.97%-43.6pp |
| Employer contribution / active EE | $4,906 | $3,831+28.1% | $2,689+82.4% | $2,523+94.4% |
| Participant deferral / active EE | $3,926 | $5,616-30.1% | $4,245-7.5% | $4,231-7.2% |
| Admin fee / account holder | $14 | $97-85.9% | $6,643-99.8% | $114-88.0% |