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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 39-1828175 | Advisory (Plan) | $16,517 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,078 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $356 |
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 | $71,850 | $60,165+19.4% | $74,184-3.1% | $55,167+30.2% |
| Participation rate | 80.6% | 74.2%+6.4pp | 76.6%+4.0pp | 69.0%+11.6pp |
| Annual return | 8.43% | 10.00%-1.6pp | 17.74%-9.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,084 | $1,600-32.3% | $2,370-54.3% | $1,963-44.8% |
| Participant deferral / active EE | $4,369 | $2,973+47.0% | $3,550+23.1% | $3,054+43.1% |
| Admin fee / account holder | $112 | $419-73.2% | $5,586-98.0% | $504-77.7% |