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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE ST. · CHARLOTTE, NC 28202 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,410 | $81,504-61.5% | $102,437-69.3% | $80,959-61.2% |
| Participation rate | 88.6% | 66.9%+21.7pp | 74.5%+14.1pp | 67.7%+20.9pp |
| Annual return | 11.59% | 25.60%-14.0pp | 24.95%-13.4pp | 35.67%-24.1pp |
| Employer contribution / active EE | $5,314 | $3,104+71.2% | $3,871+37.3% | $2,757+92.7% |
| Participant deferral / active EE | $8,653 | $3,871+123.5% | $5,060+71.0% | $4,300+101.2% |
| Admin fee / account holder | $296 | $6,719-95.6% | $8,388-96.5% | $6,925-95.7% |