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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,015 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,470 | $79,700+90.0% | $153,500-1.3% | $74,429+103.5% |
| Participation rate | 77.5% | 69.8%+7.7pp | 77.1%+0.4pp | 67.2%+10.3pp |
| Annual return | 14.28% | 15.07%-0.8pp | 15.70%-1.4pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $7,099 | $4,016+76.8% | $5,039+40.9% | $2,625+170.5% |
| Participant deferral / active EE | $10,065 | $5,315+89.4% | $6,756+49.0% | $4,348+131.5% |
| Admin fee / account holder | $24 | $1,790-98.6% | $12,736-99.8% | $1,944-98.7% |