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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-3180817 1251 AVE. OF THE AMERICAS, 24TH FL · NEW YORK, NY 10020 | Securities Custodian | $25,649 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,459-100.0% | $110,523-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 67.9%-67.9pp | 47.6%-47.6pp | 45.6%-45.6pp |
| Annual return | -100.32% | 0.75%-101.1pp | 1.69%-102.0pp | 4.16%-104.5pp |
| Employer contribution / active EE | $0 | $33,373-100.0% | $24,295-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $1,105-100.0% | $1,031-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $905-100.0% | $1,392-100.0% | $21,465-100.0% |