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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,934 | $118,337+203.3% | $189,513+89.4% | $93,030+285.8% |
| Participation rate | 99.5% | 89.1%+10.4pp | 87.8%+11.6pp | 73.9%+25.5pp |
| Annual return | 14.38% | 21.77%-7.4pp | 555.15%-540.8pp | 158.70%-144.3pp |
| Employer contribution / active EE | $15,335 | $4,204+264.7% | $6,162+148.9% | $2,706+466.8% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $100-99.6% | $12,045-100.0% | $152-99.7% |