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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,595 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,747 | $71,523+151.3% | $98,461+82.6% | $71,511+151.4% |
| Participation rate | 99.1% | 72.7%+26.4pp | 75.2%+23.9pp | 67.9%+31.2pp |
| Annual return | 16.19% | 32.43%-16.2pp | 21.17%-5.0pp | 28.86%-12.7pp |
| Employer contribution / active EE | $6,350 | $2,399+164.7% | $3,049+108.3% | $2,589+145.3% |
| Participant deferral / active EE | $7,526 | $4,109+83.2% | $4,738+58.8% | $4,291+75.4% |
| Admin fee / account holder | $86 | $1,676-94.9% | $8,961-99.0% | $1,588-94.6% |