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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,065 |
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 | $270,969 | $89,367+203.2% | $141,191+91.9% | $72,975+271.3% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 23.17% | 111.87%-88.7pp | 71.41%-48.2pp | 81.01%-57.8pp |
| Employer contribution / active EE | $8,448 | $3,115+171.2% | $4,736+78.4% | $2,440+246.2% |
| Participant deferral / active EE | $11,277 | $5,419+108.1% | $6,710+68.1% | $3,608+212.6% |
| Admin fee / account holder | $39 | $5,957-99.3% | $10,264-99.6% | $5,124-99.2% |