Filed June 30, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $237,096 |
Filed as: THE ANGELL PENSION GROUP INC Service code 15 · EIN 04-2530412 | Recordkeeping | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,703 | $110,282+37.6% | $102,423+48.1% | $199,921-24.1% |
| Participation rate | 88.1% | 86.3%+1.8pp | 76.5%+11.6pp | 72.0%+16.1pp |
| Annual return | 13.88% | 35.75%-21.9pp | 29.42%-15.5pp | 34.28%-20.4pp |
| Employer contribution / active EE | $3,221 | $3,603-10.6% | $3,023+6.5% | $3,035+6.1% |
| Participant deferral / active EE | $5,632 | $6,376-11.7% | $5,054+11.4% | $5,089+10.7% |
| Admin fee / account holder | $81 | $122-33.7% | $9,455-99.1% | $269-69.9% |