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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,601 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,922 | $36,916-27.1% | $156,551-82.8% | $57,658-53.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 11.12% | 12.38%-1.3pp | 32.23%-21.1pp | 5.13%+6.0pp |
| Employer contribution / active EE | $1,484 | $1,571-5.5% | $5,501-73.0% | $1,974-24.8% |
| Participant deferral / active EE | $1,465 | $1,926-23.9% | $4,871-69.9% | $3,061-52.1% |
| Admin fee / account holder | $20 | $82-75.7% | $13,028-99.8% | $95-78.8% |