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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 20 · EIN 13-3180817 | Trustee (individual) | $150,644 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,784 | $68,413-62.3% | $123,106-79.1% | $55,191-53.3% |
| Participation rate | 99.9% | 84.5%+15.3pp | 86.8%+13.1pp | 69.2%+30.7pp |
| Annual return | -2.32% | 6.30%-8.6pp | 13.22%-15.5pp | 10.78%-13.1pp |
| Employer contribution / active EE | $1,709 | $3,050-44.0% | $5,151-66.8% | $1,899-10.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $174 | $88+97.7% | $9,015-98.1% | $91+91.3% |