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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,638 |
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 | $91,712 | $75,388+21.7% | $123,552-25.8% | $55,725+64.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -6.07% | 4.48%-10.5pp | 119.20%-125.3pp | 244.93%-251.0pp |
| Employer contribution / active EE | $3,527 | $3,063+15.1% | $4,628-23.8% | $2,078+69.7% |
| Participant deferral / active EE | $6,945 | $5,651+22.9% | $6,426+8.1% | $3,356+107.0% |
| Admin fee / account holder | $4 | $120-96.3% | $9,285-100.0% | $115-96.2% |