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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $80,209 |
Filed as: MERRILL LYNCH Service code 99 · EIN 13-5674085 | Other Fees | $15,092 |
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 | $67,576 | $52,293+29.2% | $178,499-62.1% | $73,412-7.9% |
| Participation rate | 90.6% | 65.3%+25.3pp | 81.9%+8.7pp | 72.2%+18.5pp |
| Annual return | 11.88% | 34.75%-22.9pp | 151.10%-139.2pp | 59.30%-47.4pp |
| Employer contribution / active EE | $1,124 | $1,735-35.2% | $5,011-77.6% | $2,234-49.7% |
| Participant deferral / active EE | $4,065 | $2,332+74.3% | $5,202-21.9% | $3,806+6.8% |
| Admin fee / account holder | $228 | $127+78.9% | $13,986-98.4% | $158+44.3% |