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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,835 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,049 | $82,274+127.3% | $152,473+22.7% | $79,391+135.6% |
| Participation rate | 96.6% | 76.4%+20.2pp | 78.2%+18.5pp | 70.7%+25.9pp |
| Annual return | 12.73% | 7959.84%-7947.1pp | 757.59%-744.9pp | 116.88%-104.2pp |
| Employer contribution / active EE | $3,887 | $3,613+7.6% | $4,326-10.1% | $2,428+60.1% |
| Participant deferral / active EE | $6,540 | $4,969+31.6% | $5,817+12.4% | $4,046+61.7% |
| Admin fee / account holder | $223 | $632-64.7% | $15,811-98.6% | $627-64.4% |