Filed January 13, 2015 (most recent of 2 filings on file)
Total covered: 71 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $61,231 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $5,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,575 | $56,540-21.2% | $185,849-76.0% | $86,821-48.7% |
| Participation rate | 60.9% | 65.5%-4.6pp | 81.7%-20.8pp | 72.3%-11.4pp |
| Annual return | 12.48% | 118.20%-105.7pp | 122.10%-109.6pp | 97.94%-85.5pp |
| Employer contribution / active EE | $565 | $1,844-69.3% | $5,169-89.1% | $2,406-76.5% |
| Participant deferral / active EE | $1,495 | $2,555-41.5% | $5,569-73.2% | $4,132-63.8% |
| Admin fee / account holder | $170 | $150+13.9% | $16,244-99.0% | $170+0.5% |