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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $350 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 33 · EIN 13-5674085 | Securities brokerage | $10 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $85,600 | $80,753+6.0% | $136,298-37.2% | $62,293+37.4% |
| Participation rate | 72.2% | 73.5%-1.3pp | 81.9%-9.7pp | 69.5%+2.7pp |
| Annual return | 16.29% | 35.83%-19.5pp | 5156.27%-5140.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $3,039 | $2,884+5.4% | $4,696-35.3% | $2,042+48.8% |
| Participant deferral / active EE | $5,844 | $5,164+13.2% | $6,247-6.4% | $3,169+84.4% |
| Admin fee / account holder | $183 | $525-65.2% | $9,244-98.0% | $479-61.8% |