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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $9,717 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,481 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,841 | $91,167-79.3% | $178,498-89.4% | $79,858-76.4% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | 23.91% | 24.19%-0.3pp | 151.09%-127.2pp | 31.72%-7.8pp |
| Employer contribution / active EE | $1,793 | $3,255-44.9% | $5,011-64.2% | $2,471-27.4% |
| Participant deferral / active EE | $2,235 | $3,236-30.9% | $5,202-57.0% | $3,740-40.2% |
| Admin fee / account holder | $162 | $6,747-97.6% | $13,985-98.8% | $5,306-96.9% |