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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $20,315 |
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 | $63,641 | $81,321-21.7% | $68,509-7.1% | $59,188+7.5% |
| Participation rate | 99.9% | 83.8%+16.1pp | 74.7%+25.2pp | 69.4%+30.5pp |
| Annual return | 0.75% | 4.65%-3.9pp | 8.27%-7.5pp | 5.51%-4.8pp |
| Employer contribution / active EE | $5,285 | $3,297+60.3% | $2,278+132.0% | $2,098+151.9% |
| Participant deferral / active EE | $2,928 | $4,592-36.3% | $3,382-13.4% | $3,265-10.3% |
| Admin fee / account holder | $12 | $62-81.1% | $5,275-99.8% | $92-87.4% |