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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,745 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,997 | $84,784+12.0% | $98,461-3.5% | $74,460+27.6% |
| Participation rate | 97.4% | 81.5%+15.9pp | 75.2%+22.3pp | 70.7%+26.7pp |
| Annual return | 15.97% | 20.59%-4.6pp | 21.17%-5.2pp | 34.38%-18.4pp |
| Employer contribution / active EE | $2,246 | $3,364-33.2% | $3,049-26.3% | $2,638-14.8% |
| Participant deferral / active EE | $5,301 | $5,218+1.6% | $4,738+11.9% | $4,530+17.0% |
| Admin fee / account holder | $15 | $204-92.7% | $8,961-99.8% | $348-95.7% |