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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL A BANK OF AMERICA COMPANY Service code 28 14636 N. SCOTTSDALE RD STE 325 · SCOTTSDALE, AZ 85254 | Investment Management | $56,667 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,927 | $88,360+121.7% | $145,433+34.7% | $67,986+188.2% |
| Participation rate | 99.4% | 65.5%+33.9pp | 82.1%+17.3pp | 57.2%+42.2pp |
| Annual return | 17.55% | 63.15%-45.6pp | 66.58%-49.0pp | 31.67%-14.1pp |
| Employer contribution / active EE | $17,370 | $3,054+468.8% | $4,554+281.4% | $2,019+760.4% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $235 | $3,313-92.9% | $13,129-98.2% | $3,203-92.7% |