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 | $4,770 |
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 | $291,960 | $95,918+204.4% | $151,634+92.5% | $77,906+274.8% |
| Participation rate | 98.8% | 88.7%+10.0pp | 87.5%+11.3pp | 73.7%+25.1pp |
| Annual return | -16.50% | -5.50%-11.0pp | 3.32%-19.8pp | 12.16%-28.7pp |
| Employer contribution / active EE | $16,121 | $4,330+272.3% | $6,165+161.5% | $2,846+466.4% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $1 | $93-98.8% | $11,614-100.0% | $133-99.2% |