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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $143,345 | $100,801+42.2% | $149,751-4.3% | $73,415+95.3% |
| Participation rate | 66.7% | 77.7%-11.0pp | 82.5%-15.8pp | 72.2%-5.5pp |
| Annual return | 15.11% | 265.34%-250.2pp | 276.71%-261.6pp | 59.30%-44.2pp |
| Employer contribution / active EE | $4,584 | $3,312+38.4% | $4,646-1.3% | $2,234+105.2% |
| Participant deferral / active EE | $11,293 | $6,404+76.3% | $6,843+65.0% | $3,806+196.7% |
| Admin fee / account holder | $7 | $181-96.1% | $9,312-99.9% | $158-95.6% |