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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $12,955 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,293 | $92,186+20.7% | $105,624+5.4% | $77,762+43.1% |
| Participation rate | 98.8% | 81.0%+17.7pp | 75.3%+23.5pp | 70.6%+28.2pp |
| Annual return | 13.28% | 17.83%-4.5pp | 116.20%-102.9pp | 31.27%-18.0pp |
| Employer contribution / active EE | $2,353 | $3,376-30.3% | $3,168-25.7% | $2,728-13.7% |
| Participant deferral / active EE | $5,752 | $5,395+6.6% | $5,013+14.7% | $4,651+23.7% |
| Admin fee / account holder | $17 | $219-92.1% | $10,961-99.8% | $433-96.0% |