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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,997 |
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 | $54,570 | $75,388-27.6% | $123,553-55.8% | $55,725-2.1% |
| Participation rate | 88.7% | 75.7%+13.0pp | 82.3%+6.4pp | 70.9%+17.8pp |
| Annual return | -1.74% | 4.48%-6.2pp | 119.21%-120.9pp | 244.93%-246.7pp |
| Employer contribution / active EE | $2,942 | $3,063-3.9% | $4,628-36.4% | $2,078+41.6% |
| Participant deferral / active EE | $7,274 | $5,651+28.7% | $6,426+13.2% | $3,356+116.8% |
| Admin fee / account holder | $76 | $120-36.9% | $9,284-99.2% | $115-34.4% |