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 | $52,450-1.1% | $129,384-59.9% | $74,459-30.3% |
| Participation rate | 98.1% | 53.8%+44.3pp | 69.6%+28.5pp | 67.2%+30.9pp |
| Annual return | 11.84% | 15.65%-3.8pp | 9461.77%-9449.9pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $1,847 | $1,532+20.6% | $4,153-55.5% | $2,626-29.7% |
| Participant deferral / active EE | $4,619 | $2,797+65.1% | $4,166+10.9% | $4,350+6.2% |
| Admin fee / account holder | $1 | $2,636-100.0% | $7,686-100.0% | $1,945-100.0% |