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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $41,280 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $6,522 |
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 | $85,894 | $90,410-5.0% | $91,004-5.6% | $77,958+10.2% |
| Participation rate | 96.3% | 86.4%+9.9pp | 75.6%+20.7pp | 71.6%+24.7pp |
| Annual return | 9.67% | 21.34%-11.7pp | 4.60%+5.1pp | 20.87%-11.2pp |
| Employer contribution / active EE | $4,525 | $3,392+33.4% | $2,456+84.3% | $2,310+95.9% |
| Participant deferral / active EE | $3,226 | $4,816-33.0% | $3,548-9.1% | $3,537-8.8% |
| Admin fee / account holder | $28 | $79-64.1% | $5,417-99.5% | $97-70.9% |