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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCHCONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $26,549 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $175 |
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 | $78,879 | $60,165+31.1% | $74,184+6.3% | $55,167+43.0% |
| Participation rate | 92.5% | 74.2%+18.4pp | 76.6%+15.9pp | 69.0%+23.5pp |
| Annual return | 5.90% | 10.00%-4.1pp | 17.74%-11.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $2,063 | $1,600+28.9% | $2,370-13.0% | $1,963+5.1% |
| Participant deferral / active EE | $2,848 | $2,973-4.2% | $3,550-19.8% | $3,054-6.7% |
| Admin fee / account holder | $194 | $419-53.7% | $5,586-96.5% | $504-61.4% |