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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,045 |
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 | $45,526 | $63,156-27.9% | $122,354-62.8% | $62,293-26.9% |
| Participation rate | 93.8% | 60.0%+33.8pp | 71.6%+22.2pp | 69.5%+24.3pp |
| Annual return | 19.77% | 20.61%-0.8pp | 30.28%-10.5pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,361 | $1,385-1.7% | $4,051-66.4% | $2,042-33.4% |
| Participant deferral / active EE | $5,443 | $2,321+134.5% | $3,287+65.6% | $3,169+71.8% |
| Admin fee / account holder | $50 | $440-88.6% | $5,479-99.1% | $479-89.5% |