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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $66,981 |
MARCUM LLP2 years Service code 10 PO BOX 95000-2288 · PHILADELPHIA, PA 191950001 | Accounting | $42,640 |
USI CONSULTING GROUP2 years Service code 70 95 GLASTONBURY BLVD SUITE 102 · GLASTONBURY, CT 06033 | Consulting Fees | $21,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,083 | $62,686+300.5% | $178,505+40.7% | $77,762+222.9% |
| Participation rate | 95.4% | 66.9%+28.5pp | 77.1%+18.2pp | 70.6%+24.8pp |
| Annual return | 12.74% | 16.16%-3.4pp | 27.16%-14.4pp | 31.27%-18.5pp |
| Employer contribution / active EE | $11,455 | $1,914+498.6% | $3,955+189.6% | $2,728+319.9% |
| Participant deferral / active EE | $11,579 | $4,224+174.2% | $6,280+84.4% | $4,651+149.0% |
| Admin fee / account holder | $270 | $386-30.1% | $10,428-97.4% | $433-37.6% |