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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $184 |
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 | $48,460 | $62,267-22.2% | $110,243-56.0% | $55,725-13.0% |
| Participation rate | 94.6% | 78.1%+16.5pp | 79.8%+14.8pp | 70.9%+23.7pp |
| Annual return | -4.76% | -1.07%-3.7pp | 314.76%-319.5pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,551 | $1,941-20.1% | $3,827-59.5% | $2,078-25.4% |
| Participant deferral / active EE | $3,442 | $3,516-2.1% | $4,672-26.3% | $3,356+2.6% |
| Admin fee / account holder | $0 | $121-100.0% | $8,548-100.0% | $115-100.0% |