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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $20,307 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | 1.34% | -2.89%+4.2pp | -102.04%+103.4pp | 10.56%-9.2pp |
| Employer contribution / active EE | $7,380 | $14,715-49.8% | $36,232-79.6% | $13,643-45.9% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |