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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $75 |
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 | $24,810 | $41,854-40.7% | $73,836-66.4% | $52,331-52.6% |
| Participation rate | 93.2% | 66.2%+27.0pp | 73.4%+19.8pp | 68.1%+25.1pp |
| Annual return | 1.40% | 2.11%-0.7pp | 2268.06%-2266.7pp | 4.54%-3.1pp |
| Employer contribution / active EE | $989 | $1,920-48.5% | $2,787-64.5% | $1,882-47.5% |
| Participant deferral / active EE | $2,937 | $2,498+17.6% | $3,583-18.0% | $3,022-2.8% |
| Admin fee / account holder | $0 | $493-99.9% | $4,882-100.0% | $592-99.9% |