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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 | $71,542 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $92,468-100.0% | $83,167-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 77.9%-77.9pp | 48.7%-48.7pp |
| Annual return | 156.41% | -0.06%+156.5pp | -0.37%+156.8pp | -2.16%+158.6pp |
| Employer contribution / active EE | $302,681 | $33,795+795.7% | $27,460+1002.2% | $42,949+604.7% |
| Participant deferral / active EE | $0 | $923-100.0% | $1,021-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,305-100.0% | $3,063-100.0% | $12,572-100.0% |