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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,482 |
Annual investment return 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 | $86,402 | $70,002+23.4% | $115,038-24.9% | $52,331+65.1% |
| Participation rate | 79.2% | 72.1%+7.1pp | 81.4%-2.2pp | 68.1%+11.1pp |
| Annual return | -2.05% | 4.04%-6.1pp | 26.14%-28.2pp | 4.54%-6.6pp |
| Employer contribution / active EE | $871 | $2,715-67.9% | $4,608-81.1% | $1,882-53.7% |
| Participant deferral / active EE | $5,360 | $4,920+8.9% | $6,026-11.1% | $3,022+77.3% |
| Admin fee / account holder | $2 | $566-99.6% | $8,175-100.0% | $592-99.6% |