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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $700 |
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 | $119,877 | $77,817+54.1% | $123,553-3.0% | $64,173+86.8% |
| Participation rate | 95.7% | 74.7%+20.9pp | 82.3%+13.4pp | 69.6%+26.1pp |
| Annual return | -4.83% | 12.49%-17.3pp | 119.21%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,090 | $3,014+35.7% | $4,628-11.6% | $2,381+71.8% |
| Participant deferral / active EE | $5,275 | $5,240+0.7% | $6,426-17.9% | $3,470+52.0% |
| Admin fee / account holder | $6 | $5,519-99.9% | $9,284-99.9% | $4,887-99.9% |