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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $17,665 |
Service code 13 · EIN 06-6033492 | Contract Administrator | $11,499 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $128,324-100.0% | $115,507-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 52.7%-52.7pp | 42.8%-42.8pp | 45.6%-45.6pp |
| Annual return | 4.03% | 3.98%0pp | 4.07%0pp | 4.16%-0.1pp |
| Employer contribution / active EE | $17,600 | $53,200-66.9% | $45,149-61.0% | $42,918-59.0% |
| Participant deferral / active EE | $0 | $90-100.0% | $92-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $241,606-100.0% | $203,571-100.0% | $21,465-100.0% |