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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $17,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,246 | $31,388+576.2% | $73,550+188.6% | $62,293+240.7% |
| Participation rate | 12.3% | 39.9%-27.6pp | 54.9%-42.6pp | 69.5%-57.2pp |
| Annual return | 13.69% | 25.34%-11.7pp | -15.16%+28.8pp | 28.90%-15.2pp |
| Employer contribution / active EE | $468 | $498-5.9% | $1,219-61.6% | $2,042-77.1% |
| Participant deferral / active EE | $947 | $1,028-7.9% | $1,804-47.5% | $3,169-70.1% |
| Admin fee / account holder | $9 | $299-96.9% | $2,320-99.6% | $479-98.1% |