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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $65,208 |
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 | $185,044 | $65,582+182.2% | $64,101+188.7% | $71,511+158.8% |
| Participation rate | 94.2% | 73.2%+21.1pp | 72.3%+21.9pp | 67.9%+26.3pp |
| Annual return | 16.96% | 18.96%-2.0pp | 33.72%-16.8pp | 28.86%-11.9pp |
| Employer contribution / active EE | $10,490 | $2,671+292.8% | $2,749+281.6% | $2,589+305.1% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2 | $616-99.6% | $3,070-99.9% | $1,588-99.9% |