Filed March 18, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $107,986 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,829 | $67,505-39.5% | $73,837-44.7% | $67,505-39.5% |
| Participation rate | 73.7% | 71.2%+2.5pp | 73.4%+0.3pp | 71.2%+2.5pp |
| Annual return | -0.75% | 6.52%-7.3pp | 2268.13%-2268.9pp | 6.52%-7.3pp |
| Employer contribution / active EE | $1,624 | $2,173-25.3% | $2,788-41.8% | $2,173-25.3% |
| Participant deferral / active EE | $1,516 | $3,597-57.8% | $3,583-57.7% | $3,597-57.8% |
| Admin fee / account holder | $14 | $56-75.1% | $4,882-99.7% | $56-75.1% |