Filed November 13, 2017 (most recent of 2 filings on file)
Total covered: 95 employees
| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $245,947 |
VERRILL DANA LLP10+ years Service code 70 · EIN 01-0176171 | Consulting Fees | $21,930 |
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 | $111,785 | $99,313+12.6% | $100,415+11.3% | $99,313+12.6% |
| Participation rate | 75.7% | 71.7%+4.0pp | 81.5%-5.8pp | 71.7%+4.0pp |
| Annual return | 16.20% | 17.67%-1.5pp | 49.47%-33.3pp | 17.67%-1.5pp |
| Employer contribution / active EE | $4,206 | $3,264+28.9% | $3,943+6.7% | $3,264+28.9% |
| Participant deferral / active EE | $6,869 | $5,346+28.5% | $8,091-15.1% | $5,346+28.5% |
| Admin fee / account holder | $57 | $109-47.4% | $7,906-99.3% | $109-47.4% |