Filed June 15, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,125 | $100,801+46.0% | $149,696-1.7% | $73,409+100.4% |
| Participation rate | 98.2% | 77.7%+20.5pp | 82.5%+15.7pp | 72.2%+26.0pp |
| Annual return | 0.00% | 265.34%-265.3pp | 276.60%-276.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $2,618 | $3,312-20.9% | $4,644-43.6% | $2,234+17.2% |
| Participant deferral / active EE | $4,246 | $6,404-33.7% | $6,842-37.9% | $3,805+11.6% |
| Admin fee / account holder | $99 | $181-45.0% | $9,309-98.9% | $158-37.0% |