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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 99 · EIN 13-5674085 | Other Fees | $45,039 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,112 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,817 | $50,820+33.4% | $155,567-56.4% | $77,671-12.7% |
| Participation rate | 91.5% | 63.1%+28.4pp | 78.2%+13.3pp | 70.6%+20.9pp |
| Annual return | 11.96% | 34.85%-22.9pp | 64.74%-52.8pp | 31.21%-19.2pp |
| Employer contribution / active EE | $1,470 | $1,993-26.3% | $4,674-68.6% | $2,726-46.1% |
| Participant deferral / active EE | $4,692 | $2,823+66.2% | $5,628-16.6% | $4,648+0.9% |
| Admin fee / account holder | $128 | $436-70.6% | $15,916-99.2% | $430-70.2% |