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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $52,060 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 99 · EIN 13-5674085 | Other Fees | $18,683 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,037 | $46,332+14.5% | $143,799-63.1% | $64,819-18.2% |
| Participation rate | 84.7% | 64.2%+20.4pp | 80.3%+4.4pp | 71.5%+13.2pp |
| Annual return | -14.01% | -10.05%-4.0pp | -0.04%-14.0pp | 32.84%-46.9pp |
| Employer contribution / active EE | $1,096 | $1,911-42.7% | $4,952-77.9% | $2,507-56.3% |
| Participant deferral / active EE | $3,993 | $2,647+50.8% | $5,638-29.2% | $4,311-7.4% |
| Admin fee / account holder | $125 | $154-18.9% | $14,677-99.2% | $188-33.6% |