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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $37,834 |
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 | $106,211 | $99,957+6.3% | $149,730-29.1% | $73,493+44.5% |
| Participation rate | 84.9% | 75.7%+9.2pp | 82.5%+2.5pp | 70.7%+14.3pp |
| Annual return | 15.69% | 53.87%-38.2pp | 276.70%-261.0pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,528 | $3,191-52.1% | $4,645-67.1% | $2,270-32.7% |
| Participant deferral / active EE | $8,251 | $6,073+35.9% | $6,843+20.6% | $3,740+120.6% |
| Admin fee / account holder | $186 | $551-66.2% | $9,310-98.0% | $513-63.7% |