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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-3180817 PO BOX 2610 · SALT LAKE CITY, UT 84110 | Securities Custodian | $6,752 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,085 | $80,731+25.2% | $103,378-2.2% | $74,400+35.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 50.74% | 27.56%+23.2pp | 24.91%+25.8pp | 1367.51%-1316.8pp |
| Employer contribution / active EE | $3,391 | $3,159+7.3% | $3,870-12.4% | $2,624+29.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $29 | $2,369-98.8% | $8,401-99.7% | $1,944-98.5% |