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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $124,975 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,473 | $31,741+449.7% | $56,077+211.1% | $199,921-12.7% |
| Participation rate | 83.6% | 32.3%+51.3pp | 52.5%+31.1pp | 72.0%+11.6pp |
| Annual return | 14.77% | 14.72%+0.1pp | 1709.28%-1694.5pp | 34.28%-19.5pp |
| Employer contribution / active EE | $5,093 | $508+903.4% | $1,040+389.6% | $3,035+67.8% |
| Participant deferral / active EE | $9,912 | $1,184+737.1% | $1,954+407.2% | $5,089+94.8% |
| Admin fee / account holder | $67 | $426-84.3% | $2,825-97.6% | $269-75.1% |