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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,208 |
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 | $184,547 | $55,453+232.8% | $170,435+8.3% | $62,293+196.3% |
| Participation rate | 91.2% | 66.4%+24.8pp | 83.6%+7.6pp | 69.5%+21.7pp |
| Annual return | 13.70% | 21.38%-7.7pp | 205.94%-192.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $8,096 | $2,164+274.2% | $5,432+49.0% | $2,042+296.4% |
| Participant deferral / active EE | $6,146 | $2,303+166.9% | $4,939+24.4% | $3,169+93.9% |
| Admin fee / account holder | $8 | $455-98.1% | $13,881-99.9% | $479-98.2% |