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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $43,445 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,158 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,923 | $89,465-52.0% | $165,100-74.0% | $77,762-44.8% |
| Participation rate | 89.1% | 78.6%+10.4pp | 78.6%+10.5pp | 70.6%+18.5pp |
| Annual return | 15.87% | 28.86%-13.0pp | 70.21%-54.3pp | 31.27%-15.4pp |
| Employer contribution / active EE | $4,334 | $2,565+69.0% | $4,348-0.3% | $2,728+58.9% |
| Participant deferral / active EE | $3,151 | $4,904-35.8% | $6,035-47.8% | $4,651-32.2% |
| Admin fee / account holder | $202 | $340-40.7% | $12,696-98.4% | $433-53.4% |