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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 | Distribution (12b-1) fees; Investment... | $14,991 |
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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 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 7.92% | 10.58%-2.7pp | 14.41%-6.5pp | 13.95%-6.0pp |
| Employer contribution / active EE | $6,411 | $37,352-82.8% | $45,283-85.8% | $16,598-61.4% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |