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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $133,650 |
Service code 70 · EIN 45-5291215 | Consulting Fees | $35,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,812 | $62,543+0.4% | $83,333-24.6% | $55,725+12.7% |
| Participation rate | 89.0% | 78.4%+10.6pp | 77.8%+11.2pp | 70.9%+18.1pp |
| Annual return | -5.74% | 14.85%-20.6pp | 10.63%-16.4pp | 244.93%-250.7pp |
| Employer contribution / active EE | $0 | $2,427-100.0% | $3,379-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,602 | $5,682-19.0% | $5,565-17.3% | $3,356+37.2% |
| Admin fee / account holder | $149 | $103+44.7% | $7,510-98.0% | $115+29.5% |