Filed April 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,106 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $9,366 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,520 | $99,957-52.5% | $149,730-68.3% | $73,493-35.3% |
| Participation rate | 80.2% | 75.7%+4.5pp | 82.5%-2.3pp | 70.7%+9.5pp |
| Annual return | 16.84% | 53.87%-37.0pp | 276.70%-259.9pp | 28.51%-11.7pp |
| Employer contribution / active EE | $2,619 | $3,191-17.9% | $4,645-43.6% | $2,270+15.4% |
| Participant deferral / active EE | $5,204 | $6,073-14.3% | $6,843-24.0% | $3,740+39.1% |
| Admin fee / account holder | $210 | $551-61.9% | $9,310-97.7% | $513-59.1% |