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| Provider | Service type | Compensation |
|---|---|---|
ROBERT ROSSI & CO1 year Service code 10 · EIN 23-2385520 | Accounting | $12,250 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 55 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Other Commissions | $3,929 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0932631 805 S WHEATLEY ST STE 600 · RIDGELAND, MS 39157 | Recordkeeping | $491 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & Service code 55 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Other Commissions | $458 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $5,763 | $46,732-87.7% | $156,551-96.3% | $55,167-89.6% |
| Participation rate | 79.8% | 65.8%+14.0pp | 84.0%-4.2pp | 69.0%+10.8pp |
| Annual return | 6.19% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $115 | $2,105-94.5% | $5,501-97.9% | $1,963-94.1% |
| Participant deferral / active EE | $319 | $2,204-85.5% | $4,871-93.5% | $3,054-89.6% |
| Admin fee / account holder | $72 | $418-82.7% | $13,028-99.4% | $504-85.7% |