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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $19,278 |
Participant contribution per participant 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 | $84,663 | $51,769+63.5% | $57,356+47.6% | $52,331+61.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | -0.52% | 2.43%-2.9pp | 24.41%-24.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $9,088 | $2,335+289.2% | $2,689+238.0% | $1,882+383.0% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $3 | $295-99.0% | $3,357-99.9% | $592-99.5% |