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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,113 |
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 | $120,660 | $60,396+99.8% | $111,392+8.3% | $56,289+114.4% |
| Participation rate | 95.4% | 72.4%+22.9pp | 78.9%+16.5pp | 69.9%+25.5pp |
| Annual return | -4.60% | 20.26%-24.9pp | -2.06%-2.5pp | -9.96%+5.4pp |
| Employer contribution / active EE | $3,114 | $3,459-10.0% | $4,328-28.0% | $2,111+47.5% |
| Participant deferral / active EE | $6,294 | $4,421+42.4% | $5,567+13.1% | $3,350+87.9% |
| Admin fee / account holder | $6 | $610-99.0% | $12,266-100.0% | $521-98.8% |