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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $74,756 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,539 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,585 | $100,801-48.8% | $149,730-65.5% | $73,412-29.7% |
| Participation rate | 91.3% | 77.7%+13.7pp | 82.5%+8.9pp | 72.2%+19.2pp |
| Annual return | 20.49% | 265.34%-244.8pp | 276.70%-256.2pp | 59.30%-38.8pp |
| Employer contribution / active EE | $1,671 | $3,312-49.5% | $4,645-64.0% | $2,234-25.2% |
| Participant deferral / active EE | $6,255 | $6,404-2.3% | $6,843-8.6% | $3,806+64.4% |
| Admin fee / account holder | $157 | $181-13.3% | $9,310-98.3% | $158-0.8% |