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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $655 |
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 | $98,693 | $75,183+31.3% | $123,894-20.3% | $55,167+78.9% |
| Participation rate | 97.1% | 72.8%+24.2pp | 81.4%+15.6pp | 69.0%+28.1pp |
| Annual return | 8.60% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $3,614 | $2,823+28.0% | $4,617-21.7% | $1,963+84.1% |
| Participant deferral / active EE | $4,447 | $5,084-12.5% | $5,984-25.7% | $3,054+45.6% |
| Admin fee / account holder | $5 | $663-99.3% | $8,357-99.9% | $504-99.0% |