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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $13,617 |
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 | $86,765 | $50,666+71.3% | $76,657+13.2% | $65,185+33.1% |
| Participation rate | 88.9% | 68.8%+20.1pp | 72.1%+16.8pp | 70.2%+18.7pp |
| Annual return | 22.71% | 28.51%-5.8pp | 1166.74%-1144.0pp | 29.38%-6.7pp |
| Employer contribution / active EE | $3,993 | $1,575+153.5% | $2,303+73.4% | $2,177+83.4% |
| Participant deferral / active EE | $4,785 | $2,647+80.8% | $3,335+43.5% | $3,514+36.2% |
| Admin fee / account holder | $40 | $463-91.4% | $6,423-99.4% | $847-95.3% |