Filed October 29, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FEDERMAN LALLY & REMIS, LLC3 years Service code 10 · EIN 06-1326802 | Accounting | $12,000 |
PASI, LLC3 years Service code 13 · EIN 26-1407929 | Contract Administrator | $9,623 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 · EIN 13-5674085 | Other Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,138 | $70,908-27.9% | $98,907-48.3% | $73,488-30.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 18.63% | 34.17%-15.5pp | 196.43%-177.8pp | 28.51%-9.9pp |
| Employer contribution / active EE | $2,423 | $2,036+19.0% | $2,689-9.9% | $2,270+6.8% |
| Participant deferral / active EE | $5,675 | $3,500+62.2% | $4,244+33.7% | $3,740+51.8% |
| Admin fee / account holder | $71 | $535-86.6% | $6,642-98.9% | $513-86.1% |