Filed January 13, 2015 (most recent of 2 filings on file)
Total covered: 71 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $41,395 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $25,619 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,468 | $47,180+55.7% | $149,723-50.9% | $74,473-1.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 14.07% | 22.75%-8.7pp | 134.50%-120.4pp | 34.36%-20.3pp |
| Employer contribution / active EE | $12,450 | $1,907+552.8% | $4,821+158.2% | $2,638+371.9% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $184 | $343-46.3% | $13,215-98.6% | $347-47.0% |