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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $59,473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,659 | $27,522+451.0% | $71,089+113.3% | $68,904+120.1% |
| Participation rate | 18.3% | 34.5%-16.2pp | 54.6%-36.3pp | 74.1%-55.8pp |
| Annual return | 0.00% | -0.07%+0.1pp | 650.65%-650.6pp | 1.07%-1.1pp |
| Employer contribution / active EE | $684 | $325+110.7% | $1,088-37.1% | $2,540-73.1% |
| Participant deferral / active EE | $1,063 | $835+27.4% | $1,873-43.2% | $4,015-73.5% |
| Admin fee / account holder | $61 | $67-10.2% | $3,082-98.0% | $71-15.0% |