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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $15,009 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,990 | $46,332-37.4% | $143,797-79.8% | $64,824-55.3% |
| Participation rate | 97.5% | 64.2%+33.3pp | 80.3%+17.2pp | 71.5%+26.0pp |
| Annual return | 12.06% | -10.05%+22.1pp | -0.04%+12.1pp | 32.84%-20.8pp |
| Employer contribution / active EE | $2,137 | $1,911+11.8% | $4,952-56.9% | $2,507-14.8% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $31 | $154-79.5% | $14,679-99.8% | $188-83.2% |