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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $37,515 |
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 | $216,251 | $73,638+193.7% | $95,960+125.4% | $73,493+194.2% |
| Participation rate | 94.4% | 76.2%+18.2pp | 77.1%+17.3pp | 70.7%+23.7pp |
| Annual return | 17.58% | 16.78%+0.8pp | 91.63%-74.1pp | 28.51%-10.9pp |
| Employer contribution / active EE | $5,643 | $1,863+202.9% | $2,541+122.1% | $2,270+148.6% |
| Participant deferral / active EE | $4,760 | $3,617+31.6% | $4,167+14.2% | $3,740+27.3% |
| Admin fee / account holder | $228 | $482-52.7% | $6,797-96.6% | $513-55.5% |