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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 | $88,137-26.9% | $164,975-60.9% | $74,429-13.4% |
| Participation rate | 66.2% | 73.1%-7.0pp | 78.6%-12.5pp | 67.2%-1.0pp |
| Annual return | 14.23% | 17.13%-2.9pp | 70.12%-55.9pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $3,236 | $2,597+24.6% | $4,343-25.5% | $2,625+23.3% |
| Participant deferral / active EE | $6,085 | $4,501+35.2% | $6,033+0.9% | $4,348+39.9% |
| Admin fee / account holder | $237 | $2,231-89.4% | $12,688-98.1% | $1,944-87.8% |