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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,207 |
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 | $145,377 | $99,957+45.4% | $149,715-2.9% | $73,493+97.8% |
| Participation rate | 79.9% | 75.7%+4.2pp | 82.5%-2.6pp | 70.7%+9.2pp |
| Annual return | 16.33% | 53.87%-37.5pp | 276.66%-260.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,239 | $3,191-61.2% | $4,645-73.3% | $2,270-45.4% |
| Participant deferral / active EE | $7,995 | $6,073+31.7% | $6,842+16.8% | $3,740+113.8% |
| Admin fee / account holder | $49 | $551-91.1% | $9,310-99.5% | $513-90.5% |