Filed November 13, 2017 (most recent of 2 filings on file)
Total covered: 95 employees
| Provider | Service type | Compensation |
|---|---|---|
VERRILL DANA LLP5+ years Service code 11 · EIN 01-0176171 | Actuarial | $49,170 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,646 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,342 | $86,338+49.8% | $91,994+40.6% | $77,775+66.3% |
| Participation rate | 71.0% | 82.9%-12.0pp | 78.6%-7.7pp | 73.2%-2.2pp |
| Annual return | 164.09% | 29.65%+134.4pp | 69.04%+95.0pp | 32.58%+131.5pp |
| Employer contribution / active EE | $2,194 | $2,988-26.5% | $3,453-36.4% | $2,504-12.4% |
| Participant deferral / active EE | $3,773 | $6,908-45.4% | $5,924-36.3% | $3,966-4.9% |
| Admin fee / account holder | $15 | $79-81.4% | $7,744-99.8% | $100-85.2% |