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 | $2,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,863 | $80,354+158.7% | $133,980+55.1% | $63,975+224.9% |
| Participation rate | 99.2% | 87.5%+11.7pp | 87.1%+12.1pp | 71.1%+28.1pp |
| Annual return | 7.00% | 13.11%-6.1pp | 29.30%-22.3pp | 48.65%-41.7pp |
| Employer contribution / active EE | $14,095 | $3,503+302.3% | $5,211+170.5% | $2,182+546.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1 | $69-98.4% | $9,324-100.0% | $70-98.4% |