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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $93,437 |
COHNREZNICKLLP1 year Service code 10 · EIN 33-4144829 | Accounting | $41,475 |
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 | $423,286 | $120,072+252.5% | $199,883+111.8% | $71,012+496.1% |
| Participation rate | 95.6% | 88.3%+7.3pp | 86.8%+8.9pp | 58.6%+37.1pp |
| Annual return | 13.25% | 28.85%-15.6pp | 43.81%-30.6pp | 37.67%-24.4pp |
| Employer contribution / active EE | $12,232 | $4,435+175.8% | $6,261+95.4% | $2,348+421.0% |
| Participant deferral / active EE | $18,283 | $7,789+134.7% | $9,138+100.1% | $3,246+463.3% |
| Admin fee / account holder | $103 | $308-66.5% | $17,268-99.4% | $1,167-91.2% |