Filed November 13, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,885 | $52,507-1.2% | $129,406-59.9% | $74,478-30.3% |
| Participation rate | 98.1% | 53.9%+44.2pp | 69.6%+28.5pp | 67.2%+30.9pp |
| Annual return | 11.84% | 15.64%-3.8pp | 9468.18%-9456.3pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $1,847 | $1,534+20.4% | $4,155-55.5% | $2,626-29.7% |
| Participant deferral / active EE | $4,619 | $2,801+64.9% | $4,167+10.8% | $4,350+6.2% |
| Admin fee / account holder | $1 | $2,639-100.0% | $7,689-100.0% | $1,946-100.0% |