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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $16,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,144 | $105,190-37.1% | $98,920-33.1% | $90,274-26.7% |
| Participation rate | 68.4% | 86.4%-17.9pp | 76.0%-7.6pp | 73.4%-4.9pp |
| Annual return | 16.13% | 18.52%-2.4pp | 196.47%-180.3pp | 53.97%-37.8pp |
| Employer contribution / active EE | $1,884 | $3,831-50.8% | $2,689-29.9% | $2,523-25.3% |
| Participant deferral / active EE | $3,498 | $5,616-37.7% | $4,245-17.6% | $4,231-17.3% |
| Admin fee / account holder | $108 | $97+10.9% | $6,643-98.4% | $114-5.4% |