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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% | $164,866-74.0% | $77,671-44.7% |
| Participation rate | 89.1% | 78.6%+10.5pp | 78.6%+10.5pp | 70.6%+18.5pp |
| Annual return | 15.87% | 28.81%-12.9pp | 69.97%-54.1pp | 31.21%-15.3pp |
| Employer contribution / active EE | $4,334 | $2,568+68.8% | $4,343-0.2% | $2,726+59.0% |
| Participant deferral / active EE | $3,151 | $4,897-35.7% | $6,033-47.8% | $4,648-32.2% |
| Admin fee / account holder | $202 | $340-40.6% | $12,689-98.4% | $430-53.2% |