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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $7,061 |
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 | $17,577 | $50,860-65.4% | $155,574-88.7% | $77,714-77.4% |
| Participation rate | 96.7% | 63.1%+33.6pp | 78.2%+18.5pp | 70.6%+26.1pp |
| Annual return | -19.24% | 34.86%-54.1pp | 64.87%-84.1pp | 31.26%-50.5pp |
| Employer contribution / active EE | $2,926 | $1,991+47.0% | $4,676-37.4% | $2,727+7.3% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $5,629-100.0% | $4,649-100.0% |
| Admin fee / account holder | $14 | $436-96.7% | $15,914-99.9% | $433-96.7% |