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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,442 |
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 | $79,202 | $89,367-11.4% | $141,191-43.9% | $72,975+8.5% |
| Participation rate | 95.2% | 75.1%+20.0pp | 82.5%+12.7pp | 69.5%+25.7pp |
| Annual return | 18.96% | 111.87%-92.9pp | 71.41%-52.5pp | 81.01%-62.1pp |
| Employer contribution / active EE | $4,034 | $3,115+29.5% | $4,736-14.8% | $2,440+65.3% |
| Participant deferral / active EE | $6,005 | $5,419+10.8% | $6,710-10.5% | $3,608+66.5% |
| Admin fee / account holder | $21 | $5,957-99.7% | $10,264-99.8% | $5,124-99.6% |