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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $19,558 |
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 | $161,564 | $28,109+474.8% | $71,089+127.3% | $56,289+187.0% |
| Participation rate | 15.0% | 40.4%-25.5pp | 54.6%-39.7pp | 69.9%-54.9pp |
| Annual return | -5.23% | -615.05%+609.8pp | 650.65%-655.9pp | -9.96%+4.7pp |
| Employer contribution / active EE | $523 | $558-6.3% | $1,088-51.9% | $2,111-75.2% |
| Participant deferral / active EE | $1,095 | $1,116-1.9% | $1,873-41.5% | $3,350-67.3% |
| Admin fee / account holder | $7 | $585-98.8% | $3,082-99.8% | $521-98.6% |