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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,978 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,702 | $79,779+107.7% | $153,741+7.8% | $74,478+122.5% |
| Participation rate | 89.2% | 69.9%+19.2pp | 77.1%+12.1pp | 67.2%+21.9pp |
| Annual return | 12.82% | 15.08%-2.3pp | 15.71%-2.9pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $4,578 | $4,026+13.7% | $5,042-9.2% | $2,626+74.3% |
| Participant deferral / active EE | $7,388 | $5,329+38.7% | $6,757+9.3% | $4,350+69.8% |
| Admin fee / account holder | $33 | $1,761-98.1% | $12,749-99.7% | $1,946-98.3% |