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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $10,027 |
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 | $16,411 | $46,173-64.5% | $170,435-90.4% | $69,631-76.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 4.46% | 21.62%-17.2pp | 205.94%-201.5pp | 27571.02%-27566.6pp |
| Employer contribution / active EE | $1,845 | $1,610+14.6% | $5,432-66.0% | $2,032-9.2% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $22 | $116-81.1% | $13,881-99.8% | $110-80.2% |