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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 | Direct payment from the plan; Investm... | $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 | $55,446+321.7% | $155,574+50.3% | $74,429+214.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.45% | 269.20%-256.8pp | 64.87%-52.4pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $11,943 | $2,266+427.0% | $4,676+155.4% | $2,625+355.0% |
| Participant deferral / active EE | $9,466 | $2,836+233.8% | $5,629+68.2% | $4,348+117.7% |
| Admin fee / account holder | $11 | $1,743-99.4% | $15,914-99.9% | $1,944-99.5% |