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 | $2,300 |
Participant contribution per participant 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 | $248,484 | $89,274+178.3% | $149,721+66.0% | $77,958+218.7% |
| Participation rate | 91.9% | 87.6%+4.3pp | 87.1%+4.8pp | 71.6%+20.2pp |
| Annual return | 19.05% | 20.36%-1.3pp | 1501.67%-1482.6pp | 20.87%-1.8pp |
| Employer contribution / active EE | $13,557 | $3,727+263.8% | $5,444+149.0% | $2,310+486.8% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $1 | $240-99.6% | $11,282-100.0% | $97-98.9% |