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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,663 |
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 | $158,506 | $46,360+241.9% | $147,617+7.4% | $52,331+202.9% |
| Participation rate | 94.6% | 64.9%+29.6pp | 84.6%+9.9pp | 68.1%+26.4pp |
| Annual return | -1.19% | 1.62%-2.8pp | 61.98%-63.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $7,751 | $2,126+264.5% | $5,564+39.3% | $1,882+311.9% |
| Participant deferral / active EE | $6,070 | $2,258+168.9% | $4,895+24.0% | $3,022+100.9% |
| Admin fee / account holder | $4 | $766-99.5% | $11,612-100.0% | $592-99.4% |