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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $83,613 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $261,650 | $136,307+92.0% | $177,848+47.1% | $73,497+256.0% |
| Participation rate | 98.3% | 86.1%+12.2pp | 87.7%+10.6pp | 70.7%+27.7pp |
| Annual return | 13.97% | 18.68%-4.7pp | 48.33%-34.4pp | 28.51%-14.5pp |
| Employer contribution / active EE | $7,201 | $3,712+94.0% | $5,919+21.7% | $2,270+217.2% |
| Participant deferral / active EE | $13,643 | $5,829+134.1% | $7,714+76.9% | $3,740+264.8% |
| Admin fee / account holder | $112 | $596-81.2% | $12,431-99.1% | $513-78.2% |