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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $47,929 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,654 |
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 | $34,194 | $100,801-66.1% | $149,730-77.2% | $73,412-53.4% |
| Participation rate | 95.5% | 77.7%+17.8pp | 82.5%+13.0pp | 72.2%+23.3pp |
| Annual return | 27.93% | 265.34%-237.4pp | 276.70%-248.8pp | 59.30%-31.4pp |
| Employer contribution / active EE | $3,027 | $3,312-8.6% | $4,645-34.8% | $2,234+35.5% |
| Participant deferral / active EE | $5,999 | $6,404-6.3% | $6,843-12.3% | $3,806+57.6% |
| Admin fee / account holder | $168 | $181-6.8% | $9,310-98.2% | $158+6.7% |