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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,279 |
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 | $73,811 | $69,305+6.5% | $82,312-10.3% | $69,631+6.0% |
| Participation rate | 59.1% | 80.3%-21.2pp | 76.9%-17.8pp | 70.7%-11.6pp |
| Annual return | 19.29% | 21.47%-2.2pp | 25.88%-6.6pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $1,430 | $1,887-24.2% | $2,428-41.1% | $2,032-29.6% |
| Participant deferral / active EE | $4,323 | $3,568+21.1% | $3,706+16.6% | $3,224+34.1% |
| Admin fee / account holder | $142 | $97+46.4% | $5,608-97.5% | $110+28.8% |