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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $98,421 |
COHNREZNICK LLP8 years Service code 10 · EIN 33-4144829 | Accounting | $39,900 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,248 | $129,227+200.4% | $184,256+110.7% | $77,762+399.3% |
| Participation rate | 97.7% | 87.4%+10.4pp | 86.8%+10.9pp | 70.6%+27.1pp |
| Annual return | 26.08% | 33.24%-7.2pp | 28.85%-2.8pp | 31.27%-5.2pp |
| Employer contribution / active EE | $12,354 | $4,412+180.0% | $6,427+92.2% | $2,728+352.8% |
| Participant deferral / active EE | $17,468 | $7,307+139.1% | $9,133+91.3% | $4,651+275.6% |
| Admin fee / account holder | $108 | $256-57.7% | $13,899-99.2% | $433-75.0% |