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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $37,248 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $167 |
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 | $86,960 | $64,909+34.0% | $82,312+5.6% | $62,293+39.6% |
| Participation rate | 81.0% | 74.9%+6.1pp | 76.9%+4.1pp | 69.5%+11.4pp |
| Annual return | 18.78% | 21.18%-2.4pp | 25.88%-7.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $635 | $1,676-62.1% | $2,428-73.9% | $2,042-68.9% |
| Participant deferral / active EE | $3,616 | $3,103+16.5% | $3,706-2.4% | $3,169+14.1% |
| Admin fee / account holder | $36 | $440-91.8% | $5,608-99.4% | $479-92.5% |