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 | $232,923 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,715 | $126,111-14.6% | $142,562-24.4% | $80,187+34.3% |
| Participation rate | 97.2% | 87.5%+9.7pp | 76.8%+20.5pp | 72.9%+24.3pp |
| Annual return | 16.43% | 23.39%-7.0pp | 20.13%-3.7pp | 40.40%-24.0pp |
| Employer contribution / active EE | $6,336 | $6,430-1.5% | $4,841+30.9% | $2,980+112.7% |
| Participant deferral / active EE | $8,718 | $7,822+11.5% | $6,280+38.8% | $5,016+73.8% |
| Admin fee / account holder | $106 | $92+14.8% | $10,012-98.9% | $145-26.9% |