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 | $2,505 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,934 | $118,337+203.3% | $189,534+89.4% | $93,010+285.9% |
| Participation rate | 99.5% | 89.1%+10.4pp | 87.8%+11.6pp | 73.9%+25.6pp |
| Annual return | 14.38% | 21.77%-7.4pp | 555.39%-541.0pp | 158.70%-144.3pp |
| Employer contribution / active EE | $15,335 | $4,204+264.7% | $6,162+148.8% | $2,705+466.8% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $100-99.6% | $12,049-100.0% | $152-99.7% |