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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 13355 NOEL RD 7TH FLOOR · DALLAS, TX 75240 | Advisory (Plan) | $13,887 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,298 | $155,795-72.9% | $136,298-69.0% | $69,631-39.3% |
| Participation rate | 98.7% | 75.2%+23.4pp | 81.9%+16.7pp | 70.7%+28.0pp |
| Annual return | 25.33% | 232464.33%-232439.0pp | 5156.27%-5130.9pp | 27571.02%-27545.7pp |
| Employer contribution / active EE | $3,010 | $2,991+0.6% | $4,696-35.9% | $2,032+48.1% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $44 | $128-65.5% | $9,244-99.5% | $110-60.0% |