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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,110 |
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 | $32,829 | $56,640-42.0% | $78,002-57.9% | $55,167-40.5% |
| Participation rate | 97.0% | 73.3%+23.7pp | 75.5%+21.5pp | 69.0%+28.0pp |
| Annual return | 6.80% | 2868.48%-2861.7pp | 425.99%-419.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,362 | $1,724-21.0% | $2,470-44.9% | $1,963-30.6% |
| Participant deferral / active EE | $1,662 | $2,778-40.2% | $3,497-52.5% | $3,054-45.6% |
| Admin fee / account holder | $3 | $467-99.5% | $5,481-100.0% | $504-99.5% |