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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $15,523 |
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 | $35,880 | $38,969-7.9% | $109,313-67.2% | $55,167-35.0% |
| Participation rate | 93.0% | 58.2%+34.8pp | 71.3%+21.8pp | 69.0%+24.0pp |
| Annual return | 14.07% | 8.26%+5.8pp | 22.07%-8.0pp | 169.23%-155.2pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,376 | $2,176+101.2% | $3,166+38.2% | $3,054+43.3% |
| Admin fee / account holder | $83 | $501-83.5% | $5,666-98.5% | $504-83.6% |