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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,714 |
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 | $26,254 | $35,485-26.0% | $74,549-64.8% | $55,725-52.9% |
| Participation rate | 87.0% | 62.5%+24.5pp | 69.1%+17.9pp | 70.9%+16.2pp |
| Annual return | -5.63% | 0.72%-6.3pp | 32.53%-38.2pp | 244.93%-250.6pp |
| Employer contribution / active EE | $681 | $777-12.4% | $1,961-65.3% | $2,078-67.2% |
| Participant deferral / active EE | $1,351 | $2,181-38.1% | $3,108-56.5% | $3,356-59.8% |
| Admin fee / account holder | $5 | $114-95.9% | $5,059-99.9% | $115-95.9% |