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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NC 10281 | Recordkeeping | $462 |
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 | $185,207 | $84,236+119.9% | $170,435+8.7% | $70,126+164.1% |
| Participation rate | 87.7% | 70.8%+16.8pp | 83.6%+4.1pp | 69.5%+18.1pp |
| Annual return | 16.76% | 23.06%-6.3pp | 205.94%-189.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $12,041 | $3,387+255.5% | $5,432+121.7% | $2,343+414.0% |
| Participant deferral / active EE | $12,086 | $3,086+291.6% | $4,939+144.7% | $3,332+262.7% |
| Admin fee / account holder | $74 | $5,698-98.7% | $13,881-99.5% | $4,645-98.4% |