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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILLL LYNCH, PIERCE, FENNER AND Service code 15 · EIN 13-5674085 | Recordkeeping | $10,206 |
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 | $154,664 | $73,638+110.0% | $95,964+61.2% | $73,497+110.4% |
| Participation rate | 99.2% | 76.2%+23.1pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 12.56% | 16.78%-4.2pp | 91.64%-79.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $5,611 | $1,863+201.2% | $2,541+120.8% | $2,270+147.2% |
| Participant deferral / active EE | $6,543 | $3,617+80.9% | $4,167+57.0% | $3,740+75.0% |
| Admin fee / account holder | $76 | $482-84.2% | $6,797-98.9% | $513-85.2% |