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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL Service code 19 · EIN 13-5674085 | Securities Custodian | $13,363 |
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 | $148,303 | $65,437+126.6% | $86,698+71.1% | $66,949+121.5% |
| Participation rate | 99.1% | 75.5%+23.7pp | 76.6%+22.5pp | 69.8%+29.3pp |
| Annual return | 5.26% | -10.91%+16.2pp | 35.96%-30.7pp | 1.57%+3.7pp |
| Employer contribution / active EE | $4,358 | $2,154+102.3% | $2,837+53.6% | $2,545+71.2% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $90 | $642-86.0% | $7,492-98.8% | $594-84.9% |