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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,774 |
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 | $160,476 | $100,801+59.2% | $149,745+7.2% | $73,412+118.6% |
| Participation rate | 98.5% | 77.7%+20.9pp | 82.5%+16.1pp | 72.2%+26.4pp |
| Annual return | 14.18% | 265.34%-251.2pp | 276.72%-262.5pp | 59.30%-45.1pp |
| Employer contribution / active EE | $7,074 | $3,312+113.6% | $4,646+52.3% | $2,234+216.7% |
| Participant deferral / active EE | $12,766 | $6,404+99.3% | $6,843+86.6% | $3,806+235.4% |
| Admin fee / account holder | $23 | $181-87.0% | $9,312-99.7% | $158-85.2% |