Filed August 12, 2022 (most recent of 100 filings on file)
Total covered: 3,111 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,779,619 |
WARREN AVERETT, LLC3 years Filed as: WARREN AVERETT LLC Service code 70 · EIN 45-4084437 | Consulting Fees | $32,000 |
Service code 10 · EIN 36-4291971 | Accounting | $30,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,763 | $89,433+152.4% | $93,765+140.8% | $89,433+152.4% |
| Participation rate | 97.1% | 71.3%+25.8pp | 81.0%+16.1pp | 71.3%+25.8pp |
| Annual return | -7.84% | -11.88%+4.0pp | -11.32%+3.5pp | -11.88%+4.0pp |
| Employer contribution / active EE | $4,423 | $3,021+46.4% | $4,327+2.2% | $3,021+46.4% |
| Participant deferral / active EE | $9,337 | $5,125+82.2% | $6,099+53.1% | $5,125+82.2% |
| Admin fee / account holder | $39 | $79-51.0% | $7,184-99.5% | $79-51.0% |