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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 | $79,700+107.9% | $153,500+7.9% | $74,429+122.6% |
| Participation rate | 89.2% | 69.8%+19.3pp | 77.1%+12.1pp | 67.2%+22.0pp |
| Annual return | 12.82% | 15.07%-2.2pp | 15.70%-2.9pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $4,578 | $4,016+14.0% | $5,039-9.2% | $2,625+74.4% |
| Participant deferral / active EE | $7,388 | $5,315+39.0% | $6,756+9.4% | $4,348+69.9% |
| Admin fee / account holder | $33 | $1,790-98.2% | $12,736-99.7% | $1,944-98.3% |