Filed August 15, 2024 (most recent of 3 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 | $60,378 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,824 | $112,711+24.9% | $170,055-17.2% | $80,187+75.6% |
| Participation rate | 98.3% | 87.4%+10.9pp | 87.0%+11.3pp | 72.9%+25.4pp |
| Annual return | 17.50% | 67.06%-49.6pp | 53.43%-35.9pp | 40.40%-22.9pp |
| Employer contribution / active EE | $4,897 | $4,488+9.1% | $6,790-27.9% | $2,980+64.4% |
| Participant deferral / active EE | $7,445 | $7,861-5.3% | $10,410-28.5% | $5,016+48.4% |
| Admin fee / account holder | $33 | $99-66.3% | $12,828-99.7% | $145-76.9% |