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 | $625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,621 | $82,546+174.5% | $140,016+61.9% | $75,289+201.0% |
| Participation rate | 99.0% | 88.4%+10.6pp | 87.5%+11.5pp | 72.4%+26.6pp |
| Annual return | -4.23% | -0.36%-3.9pp | 651.12%-655.3pp | -0.04%-4.2pp |
| Employer contribution / active EE | $14,893 | $3,856+286.2% | $5,606+165.7% | $2,405+519.2% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $188 | $86+119.5% | $10,705-98.2% | $102+84.0% |