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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $221,662 |
Service code 70 · EIN 38-0836500 | Consulting Fees | $7,739 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,253 | $88,581-52.3% | $74,184-43.0% | $65,292-35.3% |
| Participation rate | 78.6% | 86.2%-7.6pp | 76.6%+1.9pp | 72.4%+6.1pp |
| Annual return | 159.04% | 11.72%+147.3pp | 17.74%+141.3pp | 11.84%+147.2pp |
| Employer contribution / active EE | $1,134 | $3,021-62.5% | $2,370-52.2% | $2,302-50.7% |
| Participant deferral / active EE | $1,744 | $4,898-64.4% | $3,550-50.9% | $3,579-51.3% |
| Admin fee / account holder | $38 | $60-36.8% | $5,586-99.3% | $57-34.1% |