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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $18,523 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $181,069-100.0% | $179,713-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 43.8%-43.8pp | 31.2%-31.2pp | 47.4%-47.4pp |
| Annual return | 10.69% | 7.09%+3.6pp | 8.22%+2.5pp | 12.16%-1.5pp |
| Employer contribution / active EE | $7,667 | $53,926-85.8% | $46,636-83.6% | $44,747-82.9% |
| Participant deferral / active EE | $0 | $1,804-100.0% | $1,719-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,491-100.0% | $1,392-100.0% | $17,640-100.0% |