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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $8,003 |
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 | $15,835 | $36,916-57.1% | $156,551-89.9% | $57,658-72.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 0.93% | 12.38%-11.4pp | 32.23%-31.3pp | 5.13%-4.2pp |
| Employer contribution / active EE | $1,736 | $1,571+10.5% | $5,501-68.5% | $1,974-12.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $18 | $82-77.7% | $13,028-99.9% | $95-80.5% |