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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $14,084 |
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 | $38,007 | $65,820-42.3% | $108,745-65.0% | $57,658-34.1% |
| Participation rate | 99.4% | 72.7%+26.7pp | 77.7%+21.7pp | 70.2%+29.1pp |
| Annual return | 8.90% | 21.32%-12.4pp | 46.22%-37.3pp | 5.13%+3.8pp |
| Employer contribution / active EE | $985 | $2,285-56.9% | $3,323-70.4% | $1,974-50.1% |
| Participant deferral / active EE | $4,187 | $3,578+17.0% | $5,121-18.2% | $3,061+36.8% |
| Admin fee / account holder | $37 | $91-59.7% | $6,144-99.4% | $95-61.1% |