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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,531 |
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 | $45,235 | $46,722-3.2% | $130,660-65.4% | $65,186-30.6% |
| Participation rate | 92.8% | 60.9%+31.8pp | 71.7%+21.0pp | 70.2%+22.6pp |
| Annual return | 25.56% | 24.17%+1.4pp | 1709.29%-1683.7pp | 29.39%-3.8pp |
| Employer contribution / active EE | $1,357 | $1,488-8.8% | $4,092-66.8% | $2,177-37.7% |
| Participant deferral / active EE | $6,082 | $2,545+139.0% | $3,603+68.8% | $3,514+73.1% |
| Admin fee / account holder | $37 | $453-91.9% | $5,463-99.3% | $847-95.7% |