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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $18,225 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $13,869 |
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 | $113,094 | $96,403+17.3% | $93,621+20.8% | $77,775+45.4% |
| Participation rate | 94.0% | 87.6%+6.4pp | 75.8%+18.2pp | 73.2%+20.8pp |
| Annual return | 14.77% | 39.36%-24.6pp | 32.76%-18.0pp | 32.58%-17.8pp |
| Employer contribution / active EE | $4,609 | $3,616+27.5% | $2,719+69.5% | $2,504+84.1% |
| Participant deferral / active EE | $3,453 | $5,341-35.3% | $4,070-15.1% | $3,966-12.9% |
| Admin fee / account holder | $13 | $90-85.7% | $7,890-99.8% | $100-87.2% |