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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $18,221 |
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 | $86,894 | $52,467+65.6% | $57,196+51.9% | $55,167+57.5% |
| Participation rate | 98.3% | 75.8%+22.4pp | 75.3%+22.9pp | 69.0%+29.3pp |
| Annual return | 7.44% | 7.72%-0.3pp | 14.59%-7.2pp | 169.23%-161.8pp |
| Employer contribution / active EE | $9,230 | $2,477+272.6% | $2,683+244.0% | $1,963+370.3% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $2 | $269-99.1% | $3,141-99.9% | $504-99.5% |