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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $24,073 |
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 | $44,353 | $72,770-39.1% | $67,652-34.4% | $55,191-19.6% |
| Participation rate | 88.3% | 78.8%+9.5pp | 75.7%+12.6pp | 69.2%+19.1pp |
| Annual return | 1.06% | -3.26%+4.3pp | 6625.40%-6624.3pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,628 | $1,769-8.0% | $2,266-28.1% | $1,899-14.3% |
| Participant deferral / active EE | $3,320 | $3,408-2.6% | $3,560-6.7% | $3,046+9.0% |
| Admin fee / account holder | $87 | $79+10.7% | $4,821-98.2% | $91-3.9% |