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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,215 |
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 | $81,956 | $62,324+31.5% | $68,509+19.6% | $55,191+48.5% |
| Participation rate | 92.4% | 78.9%+13.5pp | 74.7%+17.6pp | 69.2%+23.2pp |
| Annual return | -0.22% | 4.26%-4.5pp | 8.27%-8.5pp | 10.78%-11.0pp |
| Employer contribution / active EE | $2,817 | $2,223+26.7% | $2,278+23.7% | $1,899+48.4% |
| Participant deferral / active EE | $4,154 | $3,425+21.3% | $3,382+22.8% | $3,046+36.4% |
| Admin fee / account holder | $11 | $91-88.2% | $5,275-99.8% | $91-88.1% |