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| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH2 years Service code 27 · EIN 13-5674085 | Advisory (Plan) | $96,476 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 13.77% | 5.81%+8.0pp | 8.92%+4.9pp | 7.65%+6.1pp |
| Employer contribution / active EE | $1,170 | $11,440-89.8% | $24,457-95.2% | $20,582-94.3% |
| Participant deferral / active EE | $0 | $26-100.0% | $14-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |