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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $41,504 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,983 | $84,936+90.7% | $111,297+45.5% | $79,386+104.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 8.04% | 17.45%-9.4pp | 54.65%-46.6pp | 116.85%-108.8pp |
| Employer contribution / active EE | $12,938 | $1,979+553.7% | $2,731+373.7% | $2,427+433.0% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $288 | $537-46.3% | $7,964-96.4% | $626-54.0% |