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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $24,066 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,750 |
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 | $216,894 | $80,177+170.5% | $123,894+75.1% | $57,661+276.2% |
| Participation rate | 85.2% | 74.4%+10.8pp | 81.4%+3.8pp | 70.2%+15.0pp |
| Annual return | 8.79% | 17.90%-9.1pp | 47.52%-38.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $14,469 | $2,913+396.8% | $4,617+213.4% | $1,974+633.0% |
| Participant deferral / active EE | $8,412 | $5,130+64.0% | $5,984+40.6% | $3,061+174.9% |
| Admin fee / account holder | $48 | $106-55.1% | $8,357-99.4% | $95-49.6% |