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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $257,530 |
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 | $52,368 | $78,852-33.6% | $76,768-31.8% | $75,289-30.4% |
| Participation rate | 90.0% | 85.0%+5.0pp | 77.0%+13.0pp | 72.4%+17.6pp |
| Annual return | -6.02% | -1.29%-4.7pp | 2.43%-8.5pp | -0.04%-6.0pp |
| Employer contribution / active EE | $1,306 | $2,794-53.3% | $2,485-47.4% | $2,405-45.7% |
| Participant deferral / active EE | $5,097 | $4,800+6.2% | $3,852+32.3% | $3,739+36.3% |
| Admin fee / account holder | $62 | $79-20.9% | $6,676-99.1% | $102-38.9% |