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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $125,054 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $305,190 | $111,608+173.4% | $177,839+71.6% | $73,415+315.7% |
| Participation rate | 98.9% | 87.9%+11.1pp | 87.7%+11.2pp | 72.2%+26.7pp |
| Annual return | 10.86% | 18.23%-7.4pp | 48.33%-37.5pp | 59.30%-48.4pp |
| Employer contribution / active EE | $12,170 | $3,796+220.6% | $5,919+105.6% | $2,234+444.8% |
| Participant deferral / active EE | $15,467 | $6,199+149.5% | $7,714+100.5% | $3,806+306.4% |
| Admin fee / account holder | $103 | $166-38.0% | $12,432-99.2% | $158-35.0% |