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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $112,853 |
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 | $186,158 | $81,537+128.3% | $149,721+24.3% | $69,634+167.3% |
| Participation rate | 97.8% | 86.1%+11.7pp | 87.1%+10.8pp | 70.7%+27.2pp |
| Annual return | 17.36% | 22.79%-5.4pp | 1501.67%-1484.3pp | 27572.26%-27554.9pp |
| Employer contribution / active EE | $7,421 | $3,239+129.1% | $5,444+36.3% | $2,032+265.2% |
| Participant deferral / active EE | $10,133 | $4,994+102.9% | $6,568+54.3% | $3,224+214.3% |
| Admin fee / account holder | $151 | $107+41.7% | $11,282-98.7% | $110+37.1% |