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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) | $31,752 |
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 | $76,633 | $91,760-16.5% | $156,181-50.9% | $67,986+12.7% |
| Participation rate | 65.0% | 65.0%0pp | 78.8%-13.8pp | 57.2%+7.8pp |
| Annual return | 17.39% | 18.14%-0.8pp | 64.87%-47.5pp | 31.67%-14.3pp |
| Employer contribution / active EE | $2,861 | $2,419+18.2% | $4,294-33.4% | $2,019+41.7% |
| Participant deferral / active EE | $5,676 | $3,960+43.3% | $6,132-7.4% | $3,358+69.0% |
| Admin fee / account holder | $275 | $3,949-93.0% | $14,586-98.1% | $3,203-91.4% |