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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $45,762 |
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 | $106,767 | $71,666+49.0% | $117,861-9.4% | $69,631+53.3% |
| Participation rate | 75.6% | 77.5%-1.9pp | 79.7%-4.0pp | 70.7%+5.0pp |
| Annual return | 21.82% | 18.86%+3.0pp | 335.11%-313.3pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $2,305 | $1,889+22.0% | $3,786-39.1% | $2,032+13.4% |
| Participant deferral / active EE | $5,167 | $3,340+54.7% | $4,482+15.3% | $3,224+60.3% |
| Admin fee / account holder | $17 | $120-85.5% | $8,021-99.8% | $110-84.2% |