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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 | $62,688+300.5% | $178,528+40.6% | $77,714+223.1% |
| Participation rate | 95.4% | 66.9%+28.5pp | 77.1%+18.3pp | 70.6%+24.8pp |
| Annual return | 12.74% | 16.16%-3.4pp | 27.11%-14.4pp | 31.26%-18.5pp |
| Employer contribution / active EE | $11,455 | $1,912+499.2% | $3,950+190.0% | $2,727+320.1% |
| Participant deferral / active EE | $11,579 | $4,224+174.2% | $6,278+84.4% | $4,649+149.1% |
| Admin fee / account holder | $270 | $386-30.1% | $10,419-97.4% | $433-37.7% |