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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $45,934 |
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 | $161,110 | $65,322+146.6% | $70,494+128.5% | $73,497+119.2% |
| Participation rate | 96.0% | 77.0%+19.0pp | 75.1%+20.9pp | 70.7%+25.3pp |
| Annual return | 18.70% | 15.71%+3.0pp | 109.16%-90.5pp | 28.51%-9.8pp |
| Employer contribution / active EE | $10,364 | $2,460+321.4% | $2,738+278.5% | $2,270+356.6% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,711-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $214-99.1% | $3,848-99.9% | $513-99.6% |