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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,195 |
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 | $69,736 | $88,122-20.9% | $141,191-50.6% | $67,579+3.2% |
| Participation rate | 92.0% | 76.5%+15.5pp | 82.5%+9.5pp | 71.3%+20.7pp |
| Annual return | 24.38% | 75.40%-51.0pp | 71.41%-47.0pp | 378.56%-354.2pp |
| Employer contribution / active EE | $3,073 | $3,224-4.7% | $4,736-35.1% | $2,148+43.1% |
| Participant deferral / active EE | $8,410 | $5,958+41.2% | $6,710+25.3% | $3,539+137.6% |
| Admin fee / account holder | $21 | $131-83.7% | $10,264-99.8% | $142-85.0% |