Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH2+ years Filed as: MERILL LYNCH, PIERCE, FENNER, SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $871,481 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $49,550 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $31,209 |
CURCIO WEBB2+ years Service code 16 · EIN 36-4171366 | Consulting | $19,544 |
UNITED FORMS FINISHING2+ years Service code 50 · EIN 22-2378813 | Direct Payment | $7,058 |
COOLEY LLP2+ years Service code 29 · EIN 94-1140085 | Legal | $5,980 |
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 | $147,853 | $88,581+66.9% | $74,184+99.3% | $65,292+126.4% |
| Participation rate | 95.4% | 86.2%+9.2pp | 76.6%+18.8pp | 72.4%+23.0pp |
| Annual return | 8.00% | 11.72%-3.7pp | 17.74%-9.7pp | 11.84%-3.8pp |
| Employer contribution / active EE | $8,188 | $3,021+171.1% | $2,370+245.5% | $2,302+255.7% |
| Participant deferral / active EE | $8,983 | $4,898+83.4% | $3,550+153.1% | $3,579+151.0% |
| Admin fee / account holder | $83 | $60+38.9% | $5,586-98.5% | $57+44.8% |