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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 | $69,745+217.4% | $67,511+227.9% | $74,546+197.0% |
| Participation rate | 94.2% | 71.3%+22.8pp | 72.9%+21.3pp | 67.2%+27.0pp |
| Annual return | 12.66% | -40.37%+53.0pp | 3517.41%-3504.7pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $10,292 | $2,705+280.5% | $2,733+276.6% | $2,624+292.2% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,347-100.0% |
| Admin fee / account holder | $2 | $894-99.7% | $3,999-99.9% | $1,944-99.9% |