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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $26,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,455 | $88,203-26.9% | $165,100-61.0% | $74,478-13.5% |
| Participation rate | 66.2% | 73.1%-7.0pp | 78.6%-12.5pp | 67.2%-1.1pp |
| Annual return | 14.23% | 17.13%-2.9pp | 70.21%-56.0pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $3,236 | $2,601+24.4% | $4,348-25.6% | $2,626+23.2% |
| Participant deferral / active EE | $6,085 | $4,505+35.1% | $6,035+0.8% | $4,350+39.9% |
| Admin fee / account holder | $237 | $2,235-89.4% | $12,696-98.1% | $1,946-87.8% |