Filed September 6, 2019
Total covered: 1,486 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & S Service code 15 · EIN 13-5674085 | Recordkeeping | $551,181 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,639 | $201,404+5.6% | $93,621+127.1% | $89,609+137.3% |
| Participation rate | 99.5% | 87.5%+12.0pp | 75.8%+23.6pp | 69.6%+29.9pp |
| Annual return | 0.00% | 23.05%-23.0pp | 32.76%-32.8pp | 33.65%-33.7pp |
| Employer contribution / active EE | $5,454 | $6,528-16.4% | $2,719+100.6% | $2,584+111.1% |
| Participant deferral / active EE | $5,804 | $9,208-37.0% | $4,070+42.6% | $4,222+37.5% |
| Admin fee / account holder | $38 | $89-57.9% | $7,890-99.5% | $72-47.4% |