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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $46,343 |
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 | $87,467 | $54,368+60.9% | $117,039-25.3% | $62,293+40.4% |
| Participation rate | 83.5% | 64.9%+18.5pp | 77.2%+6.3pp | 69.5%+14.0pp |
| Annual return | 13.90% | 21.77%-7.9pp | 18.95%-5.1pp | 28.90%-15.0pp |
| Employer contribution / active EE | $3,491 | $1,692+106.3% | $3,785-7.8% | $2,042+70.9% |
| Participant deferral / active EE | $4,919 | $2,269+116.8% | $3,929+25.2% | $3,169+55.2% |
| Admin fee / account holder | $136 | $493-72.4% | $5,974-97.7% | $479-71.6% |