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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $32,364 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $26,719 |
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 | $97,214 | $134,045-27.5% | $80,022+21.5% | $75,289+29.1% |
| Participation rate | 94.6% | 85.8%+8.8pp | 75.8%+18.7pp | 72.4%+22.1pp |
| Annual return | -3.22% | -0.56%-2.7pp | 11.22%-14.4pp | -0.04%-3.2pp |
| Employer contribution / active EE | $5,268 | $3,492+50.8% | $2,468+113.4% | $2,405+119.0% |
| Participant deferral / active EE | $3,789 | $4,976-23.9% | $3,686+2.8% | $3,739+1.3% |
| Admin fee / account holder | $43 | $124-65.0% | $6,521-99.3% | $102-57.7% |