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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,327 |
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 | $176,337 | $72,177+144.3% | $115,038+53.3% | $59,633+195.7% |
| Participation rate | 98.9% | 72.6%+26.3pp | 81.4%+17.5pp | 68.7%+30.2pp |
| Annual return | 0.10% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $7,993 | $2,841+181.3% | $4,608+73.5% | $2,203+262.9% |
| Participant deferral / active EE | $9,836 | $4,783+105.7% | $6,026+63.2% | $3,192+208.2% |
| Admin fee / account holder | $10 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |