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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,465 | $57,096-20.4% | $94,228-51.8% | $55,191-17.6% |
| Participation rate | 86.3% | 75.7%+10.6pp | 78.8%+7.5pp | 69.2%+17.1pp |
| Annual return | 8.66% | 159.65%-151.0pp | 10.68%-2.0pp | 10.78%-2.1pp |
| Employer contribution / active EE | $448 | $1,708-73.7% | $3,587-87.5% | $1,899-76.4% |
| Participant deferral / active EE | $2,581 | $3,165-18.5% | $4,320-40.3% | $3,046-15.3% |
| Admin fee / account holder | $0 | $89-100.0% | $6,269-100.0% | $91-100.0% |