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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,710 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,850 | $56,640-4.9% | $78,002-31.0% | $55,167-2.4% |
| Participation rate | 53.7% | 73.3%-19.6pp | 75.5%-21.8pp | 69.0%-15.3pp |
| Annual return | 6.49% | 2868.48%-2862.0pp | 425.99%-419.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $383 | $1,724-77.8% | $2,470-84.5% | $1,963-80.5% |
| Participant deferral / active EE | $1,664 | $2,778-40.1% | $3,497-52.4% | $3,054-45.5% |
| Admin fee / account holder | $18 | $467-96.2% | $5,481-99.7% | $504-96.4% |