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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,526 |
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 | $35,947 | $64,286-44.1% | $90,965-60.5% | $73,412-51.0% |
| Participation rate | 80.7% | 63.6%+17.1pp | 69.0%+11.7pp | 72.2%+8.5pp |
| Annual return | 9.43% | 21.46%-12.0pp | 134.57%-125.1pp | 59.30%-49.9pp |
| Employer contribution / active EE | $698 | $895-21.9% | $2,122-67.1% | $2,234-68.7% |
| Participant deferral / active EE | $1,390 | $2,453-43.3% | $3,373-58.8% | $3,806-63.5% |
| Admin fee / account holder | $5 | $287-98.4% | $5,960-99.9% | $158-97.1% |