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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $25,901 |
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 | $44,747 | $63,905-30.0% | $74,184-39.7% | $57,658-22.4% |
| Participation rate | 91.0% | 79.8%+11.2pp | 76.6%+14.4pp | 70.2%+20.8pp |
| Annual return | 6.35% | 60.60%-54.3pp | 17.74%-11.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,574 | $1,840-14.5% | $2,370-33.6% | $1,974-20.2% |
| Participant deferral / active EE | $3,295 | $3,448-4.4% | $3,550-7.2% | $3,061+7.7% |
| Admin fee / account holder | $69 | $91-24.2% | $5,586-98.8% | $95-26.9% |