Filed October 29, 2019 (most recent of 2 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 | $116,782 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,582 | $78,852-56.1% | $76,767-55.0% | $75,289-54.1% |
| Participation rate | 96.9% | 85.0%+11.9pp | 77.0%+19.9pp | 72.4%+24.5pp |
| Annual return | -5.29% | -1.29%-4.0pp | 2.43%-7.7pp | -0.04%-5.2pp |
| Employer contribution / active EE | $3,032 | $2,794+8.5% | $2,485+22.0% | $2,405+26.1% |
| Participant deferral / active EE | $2,802 | $4,800-41.6% | $3,852-27.3% | $3,739-25.1% |
| Admin fee / account holder | $38 | $79-51.7% | $6,675-99.4% | $102-62.7% |