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 | $158,930 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,441 | $142,386-22.4% | $152,466-27.6% | $93,030+18.7% |
| Participation rate | 97.1% | 85.6%+11.6pp | 78.2%+18.9pp | 73.9%+23.2pp |
| Annual return | 14.97% | 18.07%-3.1pp | 757.33%-742.4pp | 158.70%-143.7pp |
| Employer contribution / active EE | $11,680 | $5,485+113.0% | $4,327+170.0% | $2,706+331.7% |
| Participant deferral / active EE | $8,356 | $6,872+21.6% | $5,820+43.6% | $4,562+83.2% |
| Admin fee / account holder | $92 | $108-15.0% | $15,805-99.4% | $152-39.6% |