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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $16,389 |
CA PA1 year Service code 70 · EIN 20-1918967 | Consulting Fees | $5,000 |
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 | $46,738 | $68,544-31.8% | $115,752-59.6% | $69,631-32.9% |
| Participation rate | 94.4% | 74.0%+20.4pp | 77.8%+16.6pp | 70.7%+23.7pp |
| Annual return | 14.93% | 20.97%-6.0pp | 19.41%-4.5pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,360 | $2,400-43.4% | $3,492-61.1% | $2,032-33.1% |
| Participant deferral / active EE | $4,187 | $3,887+7.7% | $5,204-19.5% | $3,224+29.9% |
| Admin fee / account holder | $57 | $90-36.7% | $6,278-99.1% | $110-48.2% |