Filed January 30, 2023 (most recent of 7 filings on file)
Total covered: 121 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $26,486 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,552 | $73,034-7.5% | $76,872-12.1% | $80,157-15.7% |
| Participation rate | 75.4% | 78.1%-2.7pp | 69.6%+5.8pp | 72.9%+2.5pp |
| Annual return | 17.24% | 18.56%-1.3pp | 37.90%-20.7pp | 40.39%-23.1pp |
| Employer contribution / active EE | $2,109 | $2,779-24.1% | $2,533-16.8% | $2,977-29.2% |
| Participant deferral / active EE | $4,339 | $4,140+4.8% | $3,832+13.2% | $5,015-13.5% |
| Admin fee / account holder | $0 | $104-100.0% | $5,476-100.0% | $145-100.0% |