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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 TWO PICKWICK PLAZA, 4TH FLOOR · GREENWICH, CT 06830 | Advisory (Participants) | $14,798 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $84,540 | $46,360+82.4% | $147,617-42.7% | $52,331+61.5% |
| Participation rate | 87.9% | 64.9%+22.9pp | 84.6%+3.2pp | 68.1%+19.8pp |
| Annual return | 0.00% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $9,249 | $2,126+335.0% | $5,564+66.2% | $1,882+391.5% |
| Participant deferral / active EE | $5,925 | $2,258+162.5% | $4,895+21.0% | $3,022+96.1% |
| Admin fee / account holder | $142 | $766-81.4% | $11,612-98.8% | $592-76.0% |