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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 95-3683517 | Direct Payment | $13,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,776 |
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 | $61,060 | $80,177-23.8% | $123,894-50.7% | $57,658+5.9% |
| Participation rate | 77.1% | 74.4%+2.6pp | 81.4%-4.3pp | 70.2%+6.8pp |
| Annual return | 6.99% | 17.90%-10.9pp | 47.52%-40.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $2,720 | $2,913-6.6% | $4,617-41.1% | $1,974+37.8% |
| Participant deferral / active EE | $7,678 | $5,130+49.7% | $5,984+28.3% | $3,061+150.9% |
| Admin fee / account holder | $50 | $106-53.4% | $8,357-99.4% | $95-47.5% |