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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,840 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,175 | $81,948+3.9% | $90,760-6.2% | $64,819+31.4% |
| Participation rate | 96.9% | 80.5%+16.4pp | 75.7%+21.2pp | 71.5%+25.4pp |
| Annual return | -13.57% | -12.53%-1.0pp | -12.16%-1.4pp | 32.84%-46.4pp |
| Employer contribution / active EE | $2,004 | $3,067-34.7% | $2,922-31.4% | $2,507-20.0% |
| Participant deferral / active EE | $4,941 | $4,844+2.0% | $4,565+8.2% | $4,311+14.6% |
| Admin fee / account holder | $12 | $157-92.3% | $8,444-99.9% | $188-93.5% |