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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities Custodian | $0 |
Filed as: MERRILL LYNCH 13-5674085 Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $118,877-100.0% | $96,570-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.8%-69.8pp | 82.1%-82.1pp |
| Annual return | 30.60% | 50.50%-19.9pp | 37.79%-7.2pp | 478.82%-448.2pp |
| Employer contribution / active EE | $1,042 | $3,121-66.6% | $2,357-55.8% | $4,839-78.5% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |