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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $6,873 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,713 | $52,884+156.6% | $84,753+60.1% | $55,167+146.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.19% | 18.03%-11.8pp | 22.78%-16.6pp | 169.23%-163.0pp |
| Employer contribution / active EE | $12,068 | $2,233+440.3% | $3,574+237.6% | $1,963+514.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $30 | $581-94.8% | $5,333-99.4% | $504-94.0% |