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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,908 |
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 | $100,902 | $82,674+22.0% | $125,381-19.5% | $68,486+47.3% |
| Participation rate | 91.8% | 75.1%+16.8pp | 82.4%+9.5pp | 67.9%+23.9pp |
| Annual return | -12.07% | -5.97%-6.1pp | 572.31%-584.4pp | -7.85%-4.2pp |
| Employer contribution / active EE | $5,438 | $3,382+60.8% | $4,815+12.9% | $2,597+109.4% |
| Participant deferral / active EE | $8,776 | $6,111+43.6% | $7,448+17.8% | $4,028+117.9% |
| Admin fee / account holder | $70 | $6,277-98.9% | $10,007-99.3% | $5,404-98.7% |