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 | $252,105 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,204 | $104,544-51.0% | $96,544-47.0% | $80,169-36.1% |
| Participation rate | 94.9% | 86.4%+8.6pp | 76.0%+18.9pp | 72.9%+22.0pp |
| Annual return | 18.73% | 21.79%-3.1pp | 25.88%-7.1pp | 40.39%-21.7pp |
| Employer contribution / active EE | $3,443 | $3,527-2.4% | $2,966+16.1% | $2,978+15.6% |
| Participant deferral / active EE | $3,407 | $6,170-44.8% | $4,851-29.8% | $5,016-32.1% |
| Admin fee / account holder | $83 | $107-22.6% | $8,254-99.0% | $145-42.9% |