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| Provider | Service type | Compensation |
|---|---|---|
WINSTON & STRAWN LLP7 years Service code 50 · EIN 36-1975990 | Direct Payment | $70,019 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $50,779 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,846 | $55,694+38.0% | $81,844-6.1% | $199,960-61.6% |
| Participation rate | 94.1% | 62.7%+31.5pp | 72.4%+21.8pp | 72.0%+22.1pp |
| Annual return | 14.03% | 19.59%-5.6pp | 778.87%-764.8pp | 34.28%-20.3pp |
| Employer contribution / active EE | $4,395 | $2,114+107.9% | $2,916+50.7% | $3,036+44.8% |
| Participant deferral / active EE | $5,888 | $3,299+78.5% | $4,323+36.2% | $5,087+15.7% |
| Admin fee / account holder | $113 | $348-67.5% | $7,355-98.5% | $269-58.0% |