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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,385 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,550 | $85,135+9.9% | $98,920-5.4% | $73,412+27.4% |
| Participation rate | 99.2% | 81.1%+18.1pp | 76.0%+23.2pp | 72.2%+27.0pp |
| Annual return | 12.48% | 19.14%-6.7pp | 196.47%-184.0pp | 59.30%-46.8pp |
| Employer contribution / active EE | $2,024 | $2,721-25.6% | $2,689-24.7% | $2,234-9.4% |
| Participant deferral / active EE | $4,604 | $4,349+5.9% | $4,245+8.5% | $3,806+21.0% |
| Admin fee / account holder | $11 | $139-92.3% | $6,643-99.8% | $158-93.2% |