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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 | $58,911+69.1% | $129,384-23.0% | $77,736+28.2% |
| Participation rate | 91.0% | 59.4%+31.5pp | 69.6%+21.3pp | 70.6%+20.4pp |
| Annual return | 14.11% | 24.75%-10.6pp | 9461.77%-9447.7pp | 31.26%-17.2pp |
| Employer contribution / active EE | $3,023 | $1,955+54.6% | $4,153-27.2% | $2,728+10.8% |
| Participant deferral / active EE | $7,360 | $3,220+128.6% | $4,166+76.7% | $4,651+58.3% |
| Admin fee / account holder | $86 | $592-85.5% | $7,686-98.9% | $433-80.2% |