Filed January 4, 2018 (most recent of 2 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 | $35,710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,708 | $77,660+141.7% | $109,143+72.0% | $79,386+136.4% |
| Participation rate | 77.5% | 67.8%+9.7pp | 75.9%+1.6pp | 70.7%+6.8pp |
| Annual return | 12.74% | 23.44%-10.7pp | 25.75%-13.0pp | 116.85%-104.1pp |
| Employer contribution / active EE | $2,369 | $2,797-15.3% | $3,722-36.3% | $2,427-2.4% |
| Participant deferral / active EE | $9,031 | $3,518+156.7% | $4,653+94.1% | $4,046+123.2% |
| Admin fee / account holder | $12 | $732-98.3% | $6,752-99.8% | $626-98.1% |