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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,225 |
Service code 50 FILE 1404 · PASADENA, CA 911991404 | Direct Payment | $9,933 |
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 | $361,706 | $82,188+340.1% | $125,401+188.4% | $64,829+457.9% |
| Participation rate | 78.2% | 77.9%+0.2pp | 82.4%-4.2pp | 71.5%+6.7pp |
| Annual return | -17.12% | 3.50%-20.6pp | 572.53%-589.6pp | 32.85%-50.0pp |
| Employer contribution / active EE | $17,919 | $3,617+395.4% | $4,816+272.1% | $2,507+614.7% |
| Participant deferral / active EE | $10,584 | $7,177+47.5% | $7,448+42.1% | $4,312+145.5% |
| Admin fee / account holder | $25 | $163-84.5% | $10,008-99.7% | $188-86.6% |