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 | $235,923 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,689 | $130,052-5.7% | $86,717+41.5% | $77,906+57.5% |
| Participation rate | 86.5% | 85.9%+0.6pp | 76.6%+9.9pp | 73.7%+12.8pp |
| Annual return | -12.84% | -12.73%-0.1pp | 35.97%-48.8pp | 12.16%-25.0pp |
| Employer contribution / active EE | $3,606 | $3,214+12.2% | $2,837+27.1% | $2,846+26.7% |
| Participant deferral / active EE | $4,943 | $5,741-13.9% | $4,657+6.1% | $4,805+2.9% |
| Admin fee / account holder | $79 | $132-40.3% | $7,494-98.9% | $133-40.6% |