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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $72,274 |
Participant contribution per participant 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 | $221,369 | $69,708+217.6% | $67,560+227.7% | $74,478+197.2% |
| Participation rate | 94.2% | 71.4%+22.8pp | 72.9%+21.2pp | 67.2%+27.0pp |
| Annual return | 12.66% | -40.67%+53.3pp | 3533.50%-3520.8pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $10,292 | $2,715+279.1% | $2,737+276.1% | $2,626+291.9% |
| Participant deferral / active EE | $0 | $3,637-100.0% | $4,004-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2 | $887-99.7% | $3,994-99.9% | $1,946-99.9% |