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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 26-4310632 | Other Commissions | $6,580 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
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 | $79,737 | $32,425+145.9% | $74,577+6.9% | $55,167+44.5% |
| Participation rate | 84.8% | 54.0%+30.8pp | 68.1%+16.7pp | 69.0%+15.8pp |
| Annual return | 8.60% | 10.63%-2.0pp | 20.47%-11.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,225 | $1,043+17.4% | $2,525-51.5% | $1,963-37.6% |
| Participant deferral / active EE | $4,236 | $1,995+112.4% | $3,458+22.5% | $3,054+38.7% |
| Admin fee / account holder | $1 | $748-99.9% | $4,138-100.0% | $504-99.8% |