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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,035 |
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 | $60,870 | $37,117+64.0% | $147,617-58.8% | $55,191+10.3% |
| Participation rate | 97.9% | 63.6%+34.3pp | 84.6%+13.3pp | 69.2%+28.7pp |
| Annual return | 0.46% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $4,399 | $1,620+171.5% | $5,565-20.9% | $1,899+131.7% |
| Participant deferral / active EE | $3,263 | $1,985+64.3% | $4,895-33.3% | $3,046+7.1% |
| Admin fee / account holder | $8 | $86-90.4% | $11,611-99.9% | $91-91.0% |