Filed May 29, 2019 (most recent of 3 filings on file)
Total covered: 115 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $82,000 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 49 · EIN 16-1131146 | Other Services | $18,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,151 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$113,554 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,077 | $88,874-58.3% | $123,549-70.0% | $75,289-50.8% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.3%+0.5pp | 72.4%+10.4pp |
| Annual return | -5.51% | 4.22%-9.7pp | 119.20%-124.7pp | -0.04%-5.5pp |
| Employer contribution / active EE | $75 | $3,256-97.7% | $4,628-98.4% | $2,405-96.9% |
| Participant deferral / active EE | $4,124 | $6,174-33.2% | $6,426-35.8% | $3,739+10.3% |
| Admin fee / account holder | $23 | $95-75.4% | $9,284-99.7% | $102-77.3% |