Filed June 30, 2022 (most recent of 4 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 | $214,515 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,527 | $176,471-25.5% | $95,968+37.1% | $90,274+45.7% |
| Participation rate | 87.8% | 86.6%+1.2pp | 77.1%+10.7pp | 73.4%+14.4pp |
| Annual return | 12.90% | 20.15%-7.2pp | 91.65%-78.8pp | 53.97%-41.1pp |
| Employer contribution / active EE | $2,984 | $2,783+7.2% | $2,542+17.4% | $2,523+18.3% |
| Participant deferral / active EE | $4,515 | $5,325-15.2% | $4,167+8.4% | $4,231+6.7% |
| Admin fee / account holder | $73 | $154-52.7% | $6,798-98.9% | $114-36.1% |