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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $17,605 |
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 | $267,044 | $75,183+255.2% | $123,894+115.5% | $55,167+384.1% |
| Participation rate | 97.6% | 72.8%+24.8pp | 81.4%+16.2pp | 69.0%+28.6pp |
| Annual return | 8.51% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $7,374 | $2,823+161.2% | $4,617+59.7% | $1,963+275.7% |
| Participant deferral / active EE | $8,991 | $5,084+76.8% | $5,984+50.2% | $3,054+194.4% |
| Admin fee / account holder | $44 | $663-93.4% | $8,357-99.5% | $504-91.3% |