Filed January 15, 2021 (most recent of 2 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,880 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,091 | $63,905+50.4% | $74,184+29.5% | $57,658+66.7% |
| Participation rate | 95.6% | 79.8%+15.9pp | 76.6%+19.0pp | 70.2%+25.4pp |
| Annual return | 0.00% | 60.60%-60.6pp | 17.74%-17.7pp | 5.13%-5.1pp |
| Employer contribution / active EE | $225 | $1,840-87.8% | $2,370-90.5% | $1,974-88.6% |
| Participant deferral / active EE | $760 | $3,448-78.0% | $3,550-78.6% | $3,061-75.2% |
| Admin fee / account holder | $4 | $91-96.0% | $5,586-99.9% | $95-96.1% |