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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,160 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,318 | $64,871+93.2% | $129,118-2.9% | $66,949+87.2% |
| Participation rate | 91.3% | 74.0%+17.3pp | 77.2%+14.0pp | 69.8%+21.5pp |
| Annual return | -10.78% | -12.21%+1.4pp | -10.94%+0.2pp | 1.57%-12.3pp |
| Employer contribution / active EE | $3,732 | $3,741-0.3% | $5,051-26.1% | $2,545+46.6% |
| Participant deferral / active EE | $6,318 | $5,090+24.1% | $6,539-3.4% | $4,239+49.0% |
| Admin fee / account holder | $218 | $629-65.3% | $14,305-98.5% | $594-63.2% |