Filed February 26, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,622 | $75,760+158.2% | $123,104+58.9% | $59,188+230.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -0.04% | 2.93%-3.0pp | 13.22%-13.3pp | 5.51%-5.5pp |
| Employer contribution / active EE | $13,834 | $3,415+305.1% | $5,151+168.6% | $2,098+559.4% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,230-100.0% | $3,265-100.0% |
| Admin fee / account holder | $1 | $61-99.0% | $9,015-100.0% | $92-99.3% |