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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,408 |
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 | $17,232 | $33,745-48.9% | $64,105-73.1% | $55,191-68.8% |
| Participation rate | 91.3% | 59.4%+32.0pp | 68.2%+23.2pp | 69.2%+22.2pp |
| Annual return | -1.90% | 4.95%-6.8pp | 791.24%-793.1pp | 10.78%-12.7pp |
| Employer contribution / active EE | $604 | $641-5.8% | $1,820-66.8% | $1,899-68.2% |
| Participant deferral / active EE | $1,113 | $1,929-42.3% | $2,822-60.6% | $3,046-63.5% |
| Admin fee / account holder | $5 | $94-94.8% | $4,499-99.9% | $91-94.6% |