Filed January 4, 2023 (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 | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,023 | $50,464+201.3% | $75,784+100.6% | $52,331+190.5% |
| Participation rate | 95.2% | 66.8%+28.4pp | 75.8%+19.4pp | 68.1%+27.1pp |
| Annual return | -0.59% | 1.03%-1.6pp | 9.68%-10.3pp | 4.54%-5.1pp |
| Employer contribution / active EE | $7,981 | $1,988+301.4% | $3,323+140.2% | $1,882+324.1% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-99.9% |