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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $897 |
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 | $179,053 | $50,458+254.9% | $160,037+11.9% | $64,824+176.2% |
| Participation rate | 96.4% | 68.0%+28.3pp | 78.0%+18.4pp | 71.5%+24.9pp |
| Annual return | -16.31% | -13.42%-2.9pp | 408.95%-425.3pp | 32.84%-49.2pp |
| Employer contribution / active EE | $10,393 | $1,722+503.5% | $4,226+145.9% | $2,507+314.5% |
| Participant deferral / active EE | $10,298 | $4,004+157.2% | $6,184+66.5% | $4,311+138.9% |
| Admin fee / account holder | $138 | $706-80.5% | $8,716-98.4% | $188-26.6% |