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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $125 |
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 | $29,884 | $44,873-33.4% | $79,467-62.4% | $56,289-46.9% |
| Participation rate | 94.2% | 68.7%+25.5pp | 73.3%+20.9pp | 69.9%+24.4pp |
| Annual return | -2.45% | 0.81%-3.3pp | 718.30%-720.8pp | -9.96%+7.5pp |
| Employer contribution / active EE | $1,435 | $2,140-32.9% | $2,800-48.7% | $2,111-32.0% |
| Participant deferral / active EE | $2,654 | $2,746-3.4% | $3,704-28.4% | $3,350-20.8% |
| Admin fee / account holder | $1 | $418-99.8% | $5,104-100.0% | $521-99.9% |