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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$489,016 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,086 | $81,948+114.9% | $90,767+94.0% | $64,829+171.6% |
| Participation rate | 91.8% | 80.5%+11.3pp | 75.7%+16.1pp | 71.5%+20.3pp |
| Annual return | -2.97% | -12.53%+9.6pp | -12.16%+9.2pp | 32.85%-35.8pp |
| Employer contribution / active EE | $8,136 | $3,067+165.2% | $2,922+178.4% | $2,507+224.5% |
| Participant deferral / active EE | $11,711 | $4,844+141.8% | $4,565+156.5% | $4,312+171.6% |
| Admin fee / account holder | -$20 | $157-112.6% | $8,445-100.2% | $188-110.5% |