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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $10,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,875 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,679 | $155,795-32.8% | $136,298-23.2% | $69,634+50.3% |
| Participation rate | 74.1% | 75.2%-1.2pp | 81.9%-7.8pp | 70.7%+3.4pp |
| Annual return | 14.76% | 232464.33%-232449.6pp | 5156.27%-5141.5pp | 27572.26%-27557.5pp |
| Employer contribution / active EE | $4,292 | $2,991+43.5% | $4,696-8.6% | $2,032+111.2% |
| Participant deferral / active EE | $9,401 | $5,394+74.3% | $6,247+50.5% | $3,224+191.6% |
| Admin fee / account holder | $21 | $128-83.4% | $9,244-99.8% | $110-80.8% |