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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 70 · EIN 94-1687665 | Consulting Fees | $32,727 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,321 |
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 | $108,135 | $44,229+144.5% | $155,789-30.6% | $55,191+95.9% |
| Participation rate | 94.1% | 60.8%+33.3pp | 76.1%+18.0pp | 69.2%+25.0pp |
| Annual return | -0.39% | 0.37%-0.8pp | 71.54%-71.9pp | 10.78%-11.2pp |
| Employer contribution / active EE | $2,801 | $1,317+112.6% | $3,839-27.0% | $1,899+47.5% |
| Participant deferral / active EE | $8,590 | $2,851+201.2% | $4,798+79.0% | $3,046+182.0% |
| Admin fee / account holder | $100 | $86+16.3% | $7,477-98.7% | $91+10.4% |