Filed December 6, 2023
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $67,704 |
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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 | $0 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | 1.14% | -1.80%+2.9pp | -2.00%+3.1pp | -7.14%+8.3pp |
| Employer contribution / active EE | $21,429 | $14,777+45.0% | $34,470-37.8% | $14,613+46.6% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |