Filed November 13, 2017 (most recent of 2 filings on file)
Total covered: 95 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $239,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,908 | $103,482-8.3% | $94,646+0.3% | $103,482-8.3% |
| Participation rate | 68.8% | 73.3%-4.4pp | 80.8%-12.0pp | 73.3%-4.4pp |
| Annual return | 21.16% | 33.11%-11.9pp | 156.71%-135.5pp | 33.11%-11.9pp |
| Employer contribution / active EE | $3,250 | $3,208+1.3% | $3,672-11.5% | $3,208+1.3% |
| Participant deferral / active EE | $5,373 | $5,207+3.2% | $7,418-27.6% | $5,207+3.2% |
| Admin fee / account holder | $53 | $114-53.5% | $7,231-99.3% | $114-53.5% |