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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $13,937 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,448 | $48,277-22.4% | $63,244-40.8% | $55,191-32.1% |
| Participation rate | 100.0% | 69.4%+30.6pp | 71.0%+29.0pp | 69.2%+30.8pp |
| Annual return | -1.37% | 2.37%-3.7pp | -70.31%+68.9pp | 10.78%-12.2pp |
| Employer contribution / active EE | $2,567 | $1,592+61.2% | $2,322+10.5% | $1,899+35.2% |
| Participant deferral / active EE | $2,175 | $2,432-10.6% | $2,953-26.4% | $3,046-28.6% |
| Admin fee / account holder | $19 | $86-77.8% | $5,893-99.7% | $91-79.0% |