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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 FILE 1404 · PASADENA, CA 911991404 | Direct Payment | $12,990 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $12,100 |
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 | $399,118 | $95,369+318.5% | $135,942+193.6% | $74,440+436.2% |
| Participation rate | 79.7% | 78.2%+1.4pp | 81.9%-2.3pp | 70.7%+8.9pp |
| Annual return | 19.15% | 32.72%-13.6pp | 68.28%-49.1pp | 34.37%-15.2pp |
| Employer contribution / active EE | $18,045 | $3,878+365.3% | $4,858+271.5% | $2,638+584.1% |
| Participant deferral / active EE | $11,043 | $7,788+41.8% | $7,759+42.3% | $4,529+143.8% |
| Admin fee / account holder | $27 | $266-89.7% | $10,764-99.7% | $348-92.1% |