Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $123,605 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $9,200 |
COOLEY LLP1+ years Service code 29 · EIN 94-1140085 | Legal | $7,404 |
CURCIO WEBB1+ years Service code 16 · EIN 36-4171366 | Consulting | $5,645 |
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 | $43,903 | $71,957-39.0% | $67,652-35.1% | $59,188-25.8% |
| Participation rate | 84.6% | 82.7%+2.0pp | 75.7%+9.0pp | 69.4%+15.2pp |
| Annual return | 0.16% | 8.53%-8.4pp | 6625.40%-6625.2pp | 5.51%-5.3pp |
| Employer contribution / active EE | $964 | $2,432-60.3% | $2,266-57.4% | $2,098-54.0% |
| Participant deferral / active EE | $2,328 | $4,211-44.7% | $3,560-34.6% | $3,265-28.7% |
| Admin fee / account holder | $128 | $64+99.9% | $4,821-97.3% | $92+39.1% |