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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $15,078 |
Employer contribution per participant 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 | $31,135 | $37,134-16.2% | $100,671-69.1% | $52,331-40.5% |
| Participation rate | 94.6% | 57.7%+36.9pp | 70.7%+23.9pp | 68.1%+26.5pp |
| Annual return | -0.11% | 0.10%-0.2pp | 20.43%-20.5pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,917 | $2,163+81.1% | $3,144+24.6% | $3,022+29.6% |
| Admin fee / account holder | $85 | $467-81.9% | $4,850-98.3% | $592-85.7% |