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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,280 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,284 | $42,548+86.3% | $74,549+6.4% | $56,287+40.9% |
| Participation rate | 84.1% | 60.5%+23.7pp | 69.1%+15.0pp | 69.9%+14.3pp |
| Annual return | -8.20% | 12.40%-20.6pp | 32.53%-40.7pp | -9.96%+1.8pp |
| Employer contribution / active EE | $741 | $855-13.4% | $1,961-62.2% | $2,111-64.9% |
| Participant deferral / active EE | $4,788 | $2,277+110.3% | $3,108+54.1% | $3,350+42.9% |
| Admin fee / account holder | $21 | $467-95.5% | $5,059-99.6% | $521-96.0% |