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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $40,515 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,339 | $82,279-12.1% | $78,002-7.3% | $63,975+13.1% |
| Participation rate | 96.5% | 84.7%+11.8pp | 75.5%+21.0pp | 71.1%+25.4pp |
| Annual return | 4.88% | 11.20%-6.3pp | 425.99%-421.1pp | 48.65%-43.8pp |
| Employer contribution / active EE | $3,994 | $3,297+21.2% | $2,470+61.7% | $2,182+83.1% |
| Participant deferral / active EE | $2,872 | $4,538-36.7% | $3,497-17.9% | $3,356-14.4% |
| Admin fee / account holder | $23 | $81-71.8% | $5,481-99.6% | $70-67.4% |