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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,246 |
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 | $205,287 | $76,551+168.2% | $123,894+65.7% | $62,881+226.5% |
| Participation rate | 96.6% | 73.0%+23.6pp | 81.4%+15.2pp | 69.3%+27.3pp |
| Annual return | 9.44% | 18.68%-9.2pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $8,031 | $2,882+178.6% | $4,617+74.0% | $2,281+252.1% |
| Participant deferral / active EE | $9,738 | $4,840+101.2% | $5,984+62.7% | $3,203+204.0% |
| Admin fee / account holder | $50 | $4,826-99.0% | $8,357-99.4% | $4,296-98.8% |