Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $135,976 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $9,300 |
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 | $53,272 | $80,211-33.6% | $74,184-28.2% | $63,975-16.7% |
| Participation rate | 74.7% | 84.2%-9.5pp | 76.6%-1.9pp | 71.1%+3.6pp |
| Annual return | 10.60% | 14.13%-3.5pp | 17.74%-7.1pp | 48.65%-38.0pp |
| Employer contribution / active EE | $964 | $2,553-62.3% | $2,370-59.3% | $2,182-55.8% |
| Participant deferral / active EE | $2,290 | $4,370-47.6% | $3,550-35.5% | $3,356-31.8% |
| Admin fee / account holder | $141 | $67+109.2% | $5,586-97.5% | $70+99.7% |