Filed December 20, 2017
Total covered: 67 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $167,040 |
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 | $86,300 | $130,084-33.7% | $138,135-37.5% | $90,274-4.4% |
| Participation rate | 98.9% | 86.0%+12.9pp | 78.7%+20.2pp | 73.4%+25.6pp |
| Annual return | 13.42% | 14.63%-1.2pp | 20.51%-7.1pp | 53.97%-40.6pp |
| Employer contribution / active EE | $5,651 | $5,865-3.6% | $5,587+1.1% | $2,523+123.9% |
| Participant deferral / active EE | $8,088 | $7,099+13.9% | $6,431+25.8% | $4,231+91.2% |
| Admin fee / account holder | $95 | $187-49.0% | $11,856-99.2% | $114-16.6% |