Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH4+ years Filed as: MERILL LYNCH, PIERCE, FENNER, SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $1,007,724 |
CURCIO WEBB4+ years Service code 16 · EIN 36-4171366 | Consulting | $42,609 |
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 | $104,645 | $127,796-18.1% | $76,768+36.3% | $73,367+42.6% |
| Participation rate | 73.7% | 88.2%-14.5pp | 77.0%-3.3pp | 69.5%+4.2pp |
| Annual return | 49.00% | -2.31%+51.3pp | 2.43%+46.6pp | 173.45%-124.5pp |
| Employer contribution / active EE | $4,123 | $3,931+4.9% | $2,485+65.9% | $2,499+65.0% |
| Participant deferral / active EE | $4,064 | $6,924-41.3% | $3,852+5.5% | $4,033+0.8% |
| Admin fee / account holder | $35 | $66-47.5% | $6,676-99.5% | $68-49.0% |