Filed August 4, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 33 WEST MONROE SUITE 2200 · CHICAGO, IL 60642 | Advisory (Plan) | $79,580 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $5,163 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,094 | $83,023+56.7% | $102,437+27.0% | $77,762+67.3% |
| Participation rate | 83.2% | 71.5%+11.7pp | 74.5%+8.7pp | 70.6%+12.7pp |
| Annual return | 25.06% | 19.12%+5.9pp | 24.95%+0.1pp | 31.27%-6.2pp |
| Employer contribution / active EE | $2,107 | $3,552-40.7% | $3,871-45.6% | $2,728-22.8% |
| Participant deferral / active EE | $7,579 | $4,110+84.4% | $5,060+49.8% | $4,651+63.0% |
| Admin fee / account holder | $330 | $639-48.3% | $8,388-96.1% | $433-23.7% |