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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $70,414 |
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 | $183,748 | $74,706+146.0% | $75,717+142.7% | $79,393+131.4% |
| Participation rate | 95.5% | 75.3%+20.2pp | 74.8%+20.7pp | 70.7%+24.8pp |
| Annual return | 13.40% | 18.52%-5.1pp | 104.58%-91.2pp | 116.87%-103.5pp |
| Employer contribution / active EE | $10,241 | $2,590+295.4% | $2,743+273.4% | $2,428+321.8% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,821-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $374-99.7% | $3,619-100.0% | $627-99.8% |