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) | $65,391 |
DOWELL GROUP LLP3 years Service code 10 · EIN 36-4027344 | Accounting | $24,700 |
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 | $105,957 | $93,010+13.9% | $96,538+9.8% | $74,473+42.3% |
| Participation rate | 76.5% | 71.6%+4.9pp | 74.3%+2.1pp | 70.7%+5.7pp |
| Annual return | 15.91% | 37.50%-21.6pp | 35.74%-19.8pp | 34.36%-18.5pp |
| Employer contribution / active EE | $1,567 | $3,427-54.3% | $3,740-58.1% | $2,638-40.6% |
| Participant deferral / active EE | $5,474 | $3,971+37.8% | $4,880+12.2% | $4,530+20.8% |
| Admin fee / account holder | $345 | $633-45.5% | $6,737-94.9% | $347-0.6% |