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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,227 |
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 | $45,154 | $53,412-15.5% | $68,509-34.1% | $52,331-13.7% |
| Participation rate | 94.3% | 71.7%+22.7pp | 74.7%+19.6pp | 68.1%+26.2pp |
| Annual return | 3.41% | 3.42%0pp | 8.27%-4.9pp | 4.54%-1.1pp |
| Employer contribution / active EE | $1,185 | $1,607-26.3% | $2,278-48.0% | $1,882-37.0% |
| Participant deferral / active EE | $3,242 | $2,688+20.6% | $3,382-4.1% | $3,022+7.3% |
| Admin fee / account holder | $96 | $461-79.3% | $5,275-98.2% | $592-83.8% |