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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Securities brokerage commissions and ... | $208,342 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $3,070 |
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 | $233,812 | $55,472+321.5% | $155,567+50.3% | $74,546+213.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.45% | 268.72%-256.3pp | 64.74%-52.3pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $11,943 | $2,269+426.4% | $4,674+155.5% | $2,624+355.1% |
| Participant deferral / active EE | $9,466 | $2,838+233.6% | $5,628+68.2% | $4,347+117.7% |
| Admin fee / account holder | $11 | $1,743-99.4% | $15,916-99.9% | $1,944-99.5% |