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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $38,675 |
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 | $261,380 | $73,102+257.6% | $123,549+111.6% | $56,287+364.4% |
| Participation rate | 97.2% | 74.3%+22.9pp | 82.3%+14.9pp | 69.9%+27.4pp |
| Annual return | -4.47% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $7,213 | $2,977+142.3% | $4,628+55.9% | $2,111+241.7% |
| Participant deferral / active EE | $9,630 | $5,423+77.6% | $6,426+49.9% | $3,350+187.5% |
| Admin fee / account holder | $148 | $554-73.2% | $9,284-98.4% | $521-71.6% |