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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE,FENNER AND SM Service code 33 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities brokerage | $5,839 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $586 |
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 | $193,991 | $70,002+177.1% | $115,037+68.6% | $52,331+270.7% |
| Participation rate | 80.0% | 72.1%+7.9pp | 81.4%-1.4pp | 68.1%+11.9pp |
| Annual return | 12.69% | 4.04%+8.6pp | 26.14%-13.5pp | 4.54%+8.1pp |
| Employer contribution / active EE | $5,256 | $2,715+93.6% | $4,608+14.1% | $1,882+179.3% |
| Participant deferral / active EE | $6,292 | $4,920+27.9% | $6,026+4.4% | $3,022+108.2% |
| Admin fee / account holder | $258 | $566-54.4% | $8,175-96.8% | $592-56.3% |