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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILLL LYNCH, PIERCE, FENNER AND Service code 15 · EIN 13-5674085 | Recordkeeping | $11,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,719 | $84,936+112.8% | $111,303+62.4% | $79,393+127.6% |
| Participation rate | 99.2% | 75.9%+23.3pp | 77.3%+21.9pp | 70.7%+28.5pp |
| Annual return | 12.12% | 17.45%-5.3pp | 54.66%-42.5pp | 116.87%-104.7pp |
| Employer contribution / active EE | $5,696 | $1,979+187.8% | $2,731+108.6% | $2,428+134.6% |
| Participant deferral / active EE | $7,022 | $3,888+80.6% | $4,487+56.5% | $4,046+73.6% |
| Admin fee / account holder | $86 | $537-83.9% | $7,966-98.9% | $627-86.2% |