Filed December 11, 2018 (most recent of 2 filings on file)
Total covered: 42 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,225 |
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 | $54,941 | $66,459-17.3% | $81,286-32.4% | $77,714-29.3% |
| Participation rate | 94.0% | 68.7%+25.3pp | 69.5%+24.5pp | 70.6%+23.4pp |
| Annual return | 15.58% | 15.95%-0.4pp | 24.80%-9.2pp | 31.26%-15.7pp |
| Employer contribution / active EE | $4,781 | $2,156+121.7% | $2,463+94.2% | $2,727+75.3% |
| Participant deferral / active EE | $6,568 | $3,674+78.7% | $3,883+69.1% | $4,649+41.3% |
| Admin fee / account holder | $11 | $585-98.2% | $5,764-99.8% | $433-97.5% |