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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $131,625 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $270,939 | $80,005+238.7% | $140,019+93.5% | $55,727+386.2% |
| Participation rate | 96.2% | 87.0%+9.2pp | 87.5%+8.7pp | 70.9%+25.3pp |
| Annual return | 12.47% | 0.46%+12.0pp | 651.19%-638.7pp | 244.94%-232.5pp |
| Employer contribution / active EE | $11,403 | $3,403+235.1% | $5,605+103.4% | $2,078+448.7% |
| Participant deferral / active EE | $13,184 | $5,264+150.5% | $6,927+90.3% | $3,356+292.9% |
| Admin fee / account holder | $101 | $116-12.9% | $10,705-99.1% | $115-12.6% |