Filed January 13, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 20 · EIN 13-5674085 | Trustee (individual); Direct payment ... | $36,535 |
Service code 11 · EIN 31-1582098 | Actuarial | $30,734 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 7.11% | 10.25%-3.1pp | 8.34%-1.2pp | 8.21%-1.1pp |
| Employer contribution / active EE | $13,171 | $16,685-21.1% | $30,790-57.2% | $13,837-4.8% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |