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| Provider | Service type | Compensation |
|---|---|---|
Service code 70 · EIN 61-1732930 | Consulting Fees | $10,815 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,184 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,522 | $46,173-33.9% | $170,435-82.1% | $69,631-56.2% |
| Participation rate | 97.5% | 63.9%+33.6pp | 83.6%+13.9pp | 70.7%+26.8pp |
| Annual return | 11.62% | 21.62%-10.0pp | 205.94%-194.3pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $1,586 | $1,610-1.5% | $5,432-70.8% | $2,032-22.0% |
| Participant deferral / active EE | $1,502 | $2,080-27.8% | $4,939-69.6% | $3,224-53.4% |
| Admin fee / account holder | $44 | $116-62.1% | $13,881-99.7% | $110-60.2% |