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 | $5,223 |
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 | $332,607 | $112,686+195.2% | $169,993+95.7% | $80,160+314.9% |
| Participation rate | 99.3% | 87.4%+11.9pp | 87.0%+12.3pp | 72.9%+26.4pp |
| Annual return | 17.02% | 67.04%-50.0pp | 53.37%-36.4pp | 40.38%-23.4pp |
| Employer contribution / active EE | $17,048 | $4,481+280.4% | $6,785+151.3% | $2,978+472.5% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $2 | $99-98.4% | $12,815-100.0% | $145-98.9% |