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 | $200 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,395 | $52,953+108.5% | $172,739-36.1% | $65,185+69.4% |
| Participation rate | 89.8% | 66.2%+23.6pp | 82.6%+7.2pp | 70.2%+19.6pp |
| Annual return | 18.07% | 30.12%-12.1pp | 802.84%-784.8pp | 29.38%-11.3pp |
| Employer contribution / active EE | $1,818 | $2,190-17.0% | $5,143-64.7% | $2,177-16.5% |
| Participant deferral / active EE | $5,702 | $2,471+130.8% | $5,198+9.7% | $3,514+62.3% |
| Admin fee / account holder | $1 | $472-99.8% | $13,954-100.0% | $847-99.9% |