Filed November 13, 2017 (most recent of 2 filings on file)
Total covered: 95 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $244,743 |
VERRILL DANA LLP8+ years Service code 70 · EIN 01-0176171 | Consulting Fees | $11,536 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,522 | $83,595-4.9% | $86,460-8.0% | $78,104+1.8% |
| Participation rate | 70.9% | 81.9%-10.9pp | 80.3%-9.4pp | 74.5%-3.6pp |
| Annual return | -17.13% | -10.64%-6.5pp | 4399.82%-4417.0pp | 10.90%-28.0pp |
| Employer contribution / active EE | $3,326 | $3,111+6.9% | $3,771-11.8% | $3,128+6.3% |
| Participant deferral / active EE | $5,536 | $6,427-13.9% | $6,954-20.4% | $5,089+8.8% |
| Admin fee / account holder | $59 | $82-28.5% | $6,727-99.1% | $79-25.3% |