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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,966 |
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 | $156,664 | $70,917+120.9% | $98,920+58.4% | $73,497+113.2% |
| Participation rate | 99.1% | 73.8%+25.3pp | 76.0%+23.1pp | 70.7%+28.5pp |
| Annual return | 12.43% | 34.18%-21.8pp | 196.47%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $10,106 | $2,037+396.1% | $2,689+275.8% | $2,270+345.2% |
| Participant deferral / active EE | $12,973 | $3,501+270.5% | $4,245+205.6% | $3,740+246.9% |
| Admin fee / account holder | $43 | $535-91.9% | $6,643-99.3% | $513-91.6% |