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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $88,048 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,638 | $58,859+69.3% | $129,339-23.0% | $77,692+28.2% |
| Participation rate | 91.0% | 59.3%+31.6pp | 69.6%+21.3pp | 70.6%+20.4pp |
| Annual return | 14.11% | 24.74%-10.6pp | 9437.05%-9422.9pp | 31.25%-17.1pp |
| Employer contribution / active EE | $3,023 | $1,952+54.8% | $4,154-27.2% | $2,726+10.9% |
| Participant deferral / active EE | $7,360 | $3,215+128.9% | $4,170+76.5% | $4,648+58.3% |
| Admin fee / account holder | $86 | $591-85.5% | $7,668-98.9% | $431-80.1% |