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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $7,839 |
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 | $22,135 | $47,180-53.1% | $149,723-85.2% | $74,473-70.3% |
| Participation rate | 79.2% | 63.4%+15.8pp | 78.8%+0.4pp | 70.7%+8.5pp |
| Annual return | -21.07% | 22.75%-43.8pp | 134.50%-155.6pp | 34.36%-55.4pp |
| Employer contribution / active EE | $2,539 | $1,907+33.2% | $4,821-47.3% | $2,638-3.8% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $16 | $343-95.2% | $13,215-99.9% | $347-95.3% |