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 | $1,225 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,292 | $110,699+185.7% | $177,821+77.9% | $90,288+250.3% |
| Participation rate | 99.3% | 88.3%+10.9pp | 87.7%+11.5pp | 73.4%+25.9pp |
| Annual return | 15.46% | 22.79%-7.3pp | 48.32%-32.9pp | 53.97%-38.5pp |
| Employer contribution / active EE | $14,868 | $4,118+261.0% | $5,918+151.2% | $2,524+489.1% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $90-99.5% | $12,427-100.0% | $114-99.6% |