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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $17,843 |
Service code 50 FILE 1404 · PASADENA, CA 911991404 | Direct Payment | $16,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,864 | $104,336+306.2% | $159,495+165.8% | $86,828+388.2% |
| Participation rate | 85.1% | 77.7%+7.4pp | 82.8%+2.3pp | 72.3%+12.9pp |
| Annual return | 18.48% | 26.32%-7.8pp | 263.72%-245.2pp | 97.95%-79.5pp |
| Employer contribution / active EE | $17,231 | $3,451+399.3% | $4,831+256.7% | $2,406+616.1% |
| Participant deferral / active EE | $10,724 | $6,837+56.9% | $7,354+45.8% | $4,132+159.5% |
| Admin fee / account holder | $41 | $172-76.3% | $10,804-99.6% | $170-75.9% |