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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $19,728 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,085 | $56,540-59.2% | $185,851-87.6% | $86,821-73.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 58.51% | 118.20%-59.7pp | 122.11%-63.6pp | 97.94%-39.4pp |
| Employer contribution / active EE | $1,863 | $1,844+1.0% | $5,168-64.0% | $2,406-22.6% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $36 | $150-76.1% | $16,245-99.8% | $170-78.9% |