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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $5,261 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,629 | $46,464-57.8% | $150,298-86.9% | $79,634-75.4% |
| Participation rate | 96.9% | 57.0%+39.9pp | 77.8%+19.1pp | 62.5%+34.4pp |
| Annual return | 21.11% | 27.89%-6.8pp | 62.79%-41.7pp | 36.46%-15.3pp |
| Employer contribution / active EE | $2,422 | $1,512+60.2% | $4,154-41.7% | $2,529-4.2% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $10 | $891-98.9% | $14,116-99.9% | $1,002-99.0% |