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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $820 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,570 | $80,753+44.4% | $136,298-14.5% | $62,293+87.1% |
| Participation rate | 92.0% | 73.5%+18.5pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 12.92% | 35.83%-22.9pp | 5156.27%-5143.3pp | 28.90%-16.0pp |
| Employer contribution / active EE | $3,520 | $2,884+22.1% | $4,696-25.0% | $2,042+72.4% |
| Participant deferral / active EE | $4,987 | $5,164-3.4% | $6,247-20.2% | $3,169+57.4% |
| Admin fee / account holder | $7 | $525-98.7% | $9,244-99.9% | $479-98.6% |