Filed November 28, 2023 (most recent of 3 filings on file)
Total covered: 24 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $280 |
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 | $101,973 | $46,360+120.0% | $147,617-30.9% | $52,331+94.9% |
| Participation rate | 91.1% | 64.9%+26.2pp | 84.6%+6.5pp | 68.1%+23.0pp |
| Annual return | -0.33% | 1.62%-2.0pp | 61.98%-62.3pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,784 | $2,126-16.1% | $5,564-67.9% | $1,882-5.2% |
| Participant deferral / active EE | $5,376 | $2,258+138.1% | $4,895+9.8% | $3,022+77.9% |
| Admin fee / account holder | $39 | $766-94.9% | $11,612-99.7% | $592-93.4% |