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 | $1,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,654 | $69,823-18.9% | $76,872-26.3% | $74,460-23.9% |
| Participation rate | 95.0% | 70.0%+25.0pp | 69.6%+25.4pp | 70.7%+24.2pp |
| Annual return | 20.38% | 19.99%+0.4pp | 37.90%-17.5pp | 34.38%-14.0pp |
| Employer contribution / active EE | $5,193 | $2,148+141.8% | $2,533+105.0% | $2,638+96.8% |
| Participant deferral / active EE | $7,445 | $3,558+109.3% | $3,832+94.3% | $4,530+64.3% |
| Admin fee / account holder | $6 | $398-98.5% | $5,476-99.9% | $348-98.3% |