Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH1+ years Filed as: MERILL LYNCH, PIERCE, FENNER, SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $792,478 |
COOLEY LLP1+ years Service code 29 · EIN 94-1140085 | Legal | $100,943 |
CURCIO WEBB1+ years Service code 16 · EIN 36-4171366 | Consulting | $96,215 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $70,722 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $55,200 |
UNITED FORMS FINISHING1+ years Service code 50 · EIN 22-2378813 | Direct Payment | $8,002 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,120 | $82,422+62.7% | $67,652+98.3% | $67,505+98.7% |
| Participation rate | 97.4% | 84.2%+13.2pp | 75.7%+21.8pp | 71.2%+26.2pp |
| Annual return | -0.35% | 12.72%-13.1pp | 6625.40%-6625.7pp | 6.52%-6.9pp |
| Employer contribution / active EE | $7,856 | $2,879+172.9% | $2,266+246.7% | $2,173+261.5% |
| Participant deferral / active EE | $8,311 | $5,020+65.6% | $3,560+133.5% | $3,597+131.1% |
| Admin fee / account holder | $90 | $53+69.8% | $4,821-98.1% | $56+60.9% |