Filed March 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $50,181 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $40,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,125 | $50,815-36.8% | $155,509-79.3% | $77,643-58.6% |
| Participation rate | 59.5% | 63.1%-3.6pp | 78.2%-18.6pp | 70.6%-11.0pp |
| Annual return | 12.26% | 34.80%-22.5pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,856 | $1,993+43.3% | $4,672-38.9% | $2,726+4.8% |
| Participant deferral / active EE | $1,954 | $2,822-30.8% | $5,626-65.3% | $4,647-58.0% |
| Admin fee / account holder | $213 | $437-51.3% | $15,912-98.7% | $430-50.6% |