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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILLL LYNCH, PIERCE, FENNER AND Service code 15 · EIN 13-5674085 | Recordkeeping | $6,487 |
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 | $144,219 | $65,378+120.6% | $87,103+65.6% | $65,186+121.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 28.19%-28.2pp | 29.39%-29.4pp |
| Employer contribution / active EE | $2,848 | $1,823+56.3% | $2,521+13.0% | $2,177+30.8% |
| Participant deferral / active EE | $3,293 | $3,389-2.8% | $4,049-18.7% | $3,514-6.3% |
| Admin fee / account holder | $50 | $520-90.4% | $7,491-99.3% | $847-94.1% |