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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,568 |
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 | $90,061 | $75,183+19.8% | $123,894-27.3% | $55,167+63.3% |
| Participation rate | 78.3% | 72.8%+5.5pp | 81.4%-3.1pp | 69.0%+9.3pp |
| Annual return | 8.31% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,002 | $2,823-64.5% | $4,617-78.3% | $1,963-48.9% |
| Participant deferral / active EE | $6,028 | $5,084+18.6% | $5,984+0.7% | $3,054+97.4% |
| Admin fee / account holder | $37 | $663-94.4% | $8,357-99.6% | $504-92.6% |