Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH3+ years Filed as: MERILL LYNCH, PIERCE, FENNER, SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $605,228 |
CURCIO WEBB3+ years Service code 16 · EIN 36-4171366 | Consulting | $52,151 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $50,000 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $26,590 |
Service code 29 · EIN 23-1423089 | Legal | $19,263 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,904 | $100,921+65.4% | $82,312+102.8% | $177,276-5.9% |
| Participation rate | 93.3% | 86.9%+6.4pp | 76.9%+16.4pp | 74.8%+18.5pp |
| Annual return | 15.83% | 20.33%-4.5pp | 25.88%-10.1pp | 21.25%-5.4pp |
| Employer contribution / active EE | $7,802 | $3,145+148.0% | $2,428+221.3% | $2,479+214.7% |
| Participant deferral / active EE | $8,303 | $5,192+59.9% | $3,706+124.0% | $3,881+114.0% |
| Admin fee / account holder | $66 | $64+3.2% | $5,608-98.8% | $154-57.0% |