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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,400 |
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 | $78,676 | $80,753-2.6% | $136,297-42.3% | $62,293+26.3% |
| Participation rate | 91.2% | 73.5%+17.7pp | 81.9%+9.3pp | 69.5%+21.7pp |
| Annual return | 18.63% | 35.83%-17.2pp | 5156.19%-5137.6pp | 28.90%-10.3pp |
| Employer contribution / active EE | $7,923 | $2,884+174.8% | $4,696+68.7% | $2,042+288.0% |
| Participant deferral / active EE | $10,130 | $5,164+96.2% | $6,247+62.2% | $3,169+219.7% |
| Admin fee / account holder | $7 | $525-98.6% | $9,244-99.9% | $479-98.5% |