| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $23,015 |
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 | $109,922 | $127,481-13.8% | $149,751-26.6% | $90,274+21.8% |
| Participation rate | 95.7% | 78.2%+17.5pp | 82.5%+13.3pp | 73.4%+22.4pp |
| Annual return | 17.42% | 57.78%-40.4pp | 276.71%-259.3pp | 53.97%-36.6pp |
| Employer contribution / active EE | $1,325 | $3,448-61.6% | $4,646-71.5% | $2,523-47.5% |
| Participant deferral / active EE | $8,205 | $6,975+17.6% | $6,843+19.9% | $4,231+93.9% |
| Admin fee / account holder | $33 | $152-78.5% | $9,312-99.6% | $114-71.4% |