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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $75 |
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 | $25,969 | $46,745-44.4% | $60,547-57.1% | $52,331-50.4% |
| Participation rate | 94.6% | 58.6%+36.0pp | 68.0%+26.6pp | 68.1%+26.5pp |
| Annual return | -1.26% | 0.61%-1.9pp | 335.64%-336.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $2,059 | $1,259+63.6% | $2,419-14.9% | $1,882+9.4% |
| Participant deferral / active EE | $2,947 | $2,145+37.4% | $3,328-11.4% | $3,022-2.5% |
| Admin fee / account holder | $8 | $537-98.5% | $4,536-99.8% | $592-98.6% |