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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 | $44,337 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,277 | $112,582+117.0% | $105,607+131.3% | $199,960+22.2% |
| Participation rate | 98.5% | 86.3%+12.2pp | 75.3%+23.2pp | 72.0%+26.5pp |
| Annual return | 12.65% | 15.58%-2.9pp | 116.11%-103.5pp | 34.28%-21.6pp |
| Employer contribution / active EE | $14,432 | $4,580+215.1% | $3,167+355.7% | $3,036+375.4% |
| Participant deferral / active EE | $11,446 | $6,655+72.0% | $5,011+128.4% | $5,087+125.0% |
| Admin fee / account holder | $9 | $107-91.3% | $10,958-99.9% | $269-96.6% |