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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $85,639 |
Filed as: MERRILL LYNCH Service code 99 · EIN 13-5674085 | Other Fees | $37,913 |
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 | $62,068 | $62,928-1.4% | $172,752-64.1% | $67,579-8.2% |
| Participation rate | 89.8% | 64.5%+25.3pp | 82.6%+7.1pp | 71.3%+18.5pp |
| Annual return | 18.66% | 30.36%-11.7pp | 802.97%-784.3pp | 378.56%-359.9pp |
| Employer contribution / active EE | $1,157 | $1,636-29.3% | $5,144-77.5% | $2,148-46.1% |
| Participant deferral / active EE | $4,329 | $2,145+101.8% | $5,198-16.7% | $3,539+22.3% |
| Admin fee / account holder | $247 | $167+48.1% | $13,955-98.2% | $142+73.5% |