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 | $232,056 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,906 | $104,544+27.1% | $96,564+37.6% | $80,187+65.7% |
| Participation rate | 88.7% | 86.4%+2.4pp | 76.0%+12.8pp | 72.9%+15.8pp |
| Annual return | 16.08% | 21.79%-5.7pp | 25.89%-9.8pp | 40.40%-24.3pp |
| Employer contribution / active EE | $3,671 | $3,527+4.1% | $2,967+23.7% | $2,980+23.2% |
| Participant deferral / active EE | $5,187 | $6,170-15.9% | $4,852+6.9% | $5,016+3.4% |
| Admin fee / account holder | $74 | $107-30.5% | $8,256-99.1% | $145-48.8% |