Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,372,316 |
CURCIO WEBB5+ years Service code 70 · EIN 36-4171366 | Consulting Fees | $93,155 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTON LLP Service code 70 PO BOX 532019 · ATLANTA, GA 303532019 | Consulting Fees | $10,000 |
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 | $124,643 | $143,368-13.1% | $87,102+43.1% | $89,609+39.1% |
| Participation rate | 73.2% | 88.2%-15.0pp | 76.9%-3.7pp | 69.6%+3.6pp |
| Annual return | 20.01% | 28.55%-8.5pp | 28.19%-8.2pp | 33.65%-13.6pp |
| Employer contribution / active EE | $4,838 | $4,012+20.6% | $2,521+91.9% | $2,584+87.2% |
| Participant deferral / active EE | $4,822 | $7,129-32.4% | $4,048+19.1% | $4,222+14.2% |
| Admin fee / account holder | $52 | $61-13.9% | $7,493-99.3% | $72-26.9% |