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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $197,462 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,078 | $26,906+338.8% | $61,629+91.6% | $77,906+51.6% |
| Participation rate | 82.2% | 33.4%+48.7pp | 52.6%+29.6pp | 73.7%+8.5pp |
| Annual return | -18.50% | -14.46%-4.0pp | 339.09%-357.6pp | 12.16%-30.7pp |
| Employer contribution / active EE | $5,764 | $521+1006.5% | $1,160+397.0% | $2,846+102.5% |
| Participant deferral / active EE | $10,743 | $1,180+810.4% | $2,124+405.8% | $4,805+123.6% |
| Admin fee / account holder | $90 | $117-22.6% | $2,132-95.8% | $133-31.7% |