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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CNTR 250 VESEY ST · NEW YORK CITY, NY 10281 | Investment management fees paid direc... | $19,737 |
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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 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 6.04% | 4.43%+1.6pp | 4.74%+1.3pp | 11.88%-5.8pp |
| Employer contribution / active EE | $6,203 | $35,917-82.7% | $46,220-86.6% | $14,612-57.5% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |