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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $180,151 |
Service code 70 · EIN 82-1674597 | Consulting Fees | $18,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,656 | $95,388+17.1% | $125,381-10.9% | $77,906+43.3% |
| Participation rate | 90.1% | 78.6%+11.5pp | 82.4%+7.7pp | 73.7%+16.4pp |
| Annual return | -14.91% | 116.19%-131.1pp | 572.31%-587.2pp | 12.16%-27.1pp |
| Employer contribution / active EE | $5,537 | $3,666+51.0% | $4,815+15.0% | $2,846+94.5% |
| Participant deferral / active EE | $9,797 | $7,711+27.1% | $7,448+31.5% | $4,805+103.9% |
| Admin fee / account holder | $139 | $119+16.8% | $10,007-98.6% | $133+4.7% |