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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,158 |
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 | $195,977 | $52,961+270.0% | $172,752+13.4% | $65,185+200.6% |
| Participation rate | 86.3% | 66.2%+20.1pp | 82.6%+3.7pp | 70.2%+16.1pp |
| Annual return | 18.14% | 30.12%-12.0pp | 802.97%-784.8pp | 29.38%-11.2pp |
| Employer contribution / active EE | $8,403 | $2,190+283.7% | $5,144+63.4% | $2,177+286.1% |
| Participant deferral / active EE | $6,164 | $2,471+149.4% | $5,198+18.6% | $3,514+75.4% |
| Admin fee / account holder | $6 | $472-98.7% | $13,955-100.0% | $847-99.3% |