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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $470 |
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 | $69,133 | $63,924+8.1% | $108,582-36.3% | $55,167+25.3% |
| Participation rate | 92.7% | 74.3%+18.3pp | 79.6%+13.1pp | 69.0%+23.7pp |
| Annual return | 6.60% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,176 | $1,879-37.4% | $3,758-68.7% | $1,963-40.1% |
| Participant deferral / active EE | $3,246 | $3,067+5.8% | $4,311-24.7% | $3,054+6.3% |
| Admin fee / account holder | $3 | $618-99.5% | $7,645-100.0% | $504-99.4% |