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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $60,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $12,325 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $269,194 | $155,795+72.8% | $136,298+97.5% | $69,634+286.6% |
| Participation rate | 84.5% | 75.2%+9.3pp | 81.9%+2.6pp | 70.7%+13.8pp |
| Annual return | 18.36% | 232464.33%-232446.0pp | 5156.27%-5137.9pp | 27572.26%-27553.9pp |
| Employer contribution / active EE | $14,783 | $2,991+394.2% | $4,696+214.8% | $2,032+627.4% |
| Participant deferral / active EE | $8,325 | $5,394+54.4% | $6,247+33.3% | $3,224+158.2% |
| Admin fee / account holder | $98 | $128-23.4% | $9,244-98.9% | $110-11.0% |