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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 | $483 |
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 | $240,125 | $85,171+181.9% | $172,752+39.0% | $72,975+229.0% |
| Participation rate | 91.3% | 70.1%+21.2pp | 82.6%+8.6pp | 69.5%+21.8pp |
| Annual return | 22.30% | 27.32%-5.0pp | 802.97%-780.7pp | 81.01%-58.7pp |
| Employer contribution / active EE | $13,084 | $3,324+293.6% | $5,144+154.3% | $2,440+436.2% |
| Participant deferral / active EE | $13,291 | $3,260+307.7% | $5,198+155.7% | $3,608+268.4% |
| Admin fee / account holder | $7 | $5,880-99.9% | $13,955-100.0% | $5,124-99.9% |