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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $100 |
Participant contribution per participant 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 | $48,904 | $60,349-19.0% | $74,184-34.1% | $62,881-22.2% |
| Participation rate | 89.1% | 72.7%+16.4pp | 76.6%+12.5pp | 69.3%+19.8pp |
| Annual return | 4.95% | 21.38%-16.4pp | 17.74%-12.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $4,832 | $1,680+187.6% | $2,370+103.9% | $2,281+111.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |