Filed November 13, 2017 (most recent of 2 filings on file)
Total covered: 95 employees
| Provider | Service type | Compensation |
|---|---|---|
VERRILL DANA LLP2+ years Service code 11 · EIN 01-0176171 | Actuarial | $8,138 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,148 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,510 | $70,106+19.1% | $80,977+3.1% | $63,975+30.5% |
| Participation rate | 71.9% | 79.4%-7.5pp | 75.8%-3.9pp | 71.1%+0.7pp |
| Annual return | 8.69% | 13.93%-5.2pp | 17.11%-8.4pp | 48.65%-40.0pp |
| Employer contribution / active EE | $3,150 | $2,042+54.3% | $3,715-15.2% | $2,182+44.4% |
| Participant deferral / active EE | $5,130 | $5,245-2.2% | $5,696-9.9% | $3,356+52.8% |
| Admin fee / account holder | $10 | $57-82.1% | $5,517-99.8% | $70-85.5% |