Filed January 30, 2023 (most recent of 7 filings on file)
Total covered: 121 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $94,930 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 81-3968784 | Consulting | $49,292 |
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 | $76,188 | $76,1720% | $81,286-6.3% | $199,921-61.9% |
| Participation rate | 72.6% | 76.2%-3.6pp | 69.5%+3.1pp | 72.0%+0.6pp |
| Annual return | 15.03% | 15.59%-0.6pp | 24.80%-9.8pp | 34.28%-19.3pp |
| Employer contribution / active EE | $2,212 | $2,800-21.0% | $2,463-10.2% | $3,035-27.1% |
| Participant deferral / active EE | $4,415 | $4,200+5.1% | $3,883+13.7% | $5,089-13.2% |
| Admin fee / account holder | $0 | $146-100.0% | $5,764-100.0% | $269-100.0% |