| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $122,416 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $28,228 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,994 | $47,977+621.2% | $154,110+124.5% | $56,289+514.7% |
| Participation rate | 94.3% | 66.2%+28.1pp | 83.0%+11.2pp | 69.9%+24.4pp |
| Annual return | -5.36% | 3.54%-8.9pp | 735.22%-740.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $24,340 | $2,169+1022.3% | $5,298+359.5% | $2,111+1052.9% |
| Participant deferral / active EE | $16,596 | $2,392+593.9% | $5,081+226.6% | $3,350+395.4% |
| Admin fee / account holder | $215 | $438-50.9% | $13,412-98.4% | $521-58.7% |