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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $49,528 |
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 | $126,490 | $65,092+94.3% | $143,799-12.0% | $66,938+89.0% |
| Participation rate | 94.3% | 65.2%+29.1pp | 80.3%+14.0pp | 69.8%+24.5pp |
| Annual return | -17.83% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $4,976 | $2,362+110.7% | $4,952+0.5% | $2,545+95.5% |
| Participant deferral / active EE | $4,741 | $2,920+62.4% | $5,638-15.9% | $4,238+11.9% |
| Admin fee / account holder | $8 | $502-98.4% | $14,677-99.9% | $594-98.6% |