Filed November 8, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $50,413 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,128 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,360 | $106,230-59.2% | $147,080-70.5% | $77,736-44.2% |
| Participation rate | 97.0% | 78.4%+18.7pp | 82.2%+14.9pp | 70.6%+26.5pp |
| Annual return | 19.02% | 56.91%-37.9pp | 420.17%-401.1pp | 31.26%-12.2pp |
| Employer contribution / active EE | $3,337 | $4,072-18.0% | $4,933-32.4% | $2,728+22.3% |
| Participant deferral / active EE | $8,563 | $8,001+7.0% | $8,066+6.2% | $4,651+84.1% |
| Admin fee / account holder | $115 | $338-66.1% | $12,989-99.1% | $433-73.5% |