Filed January 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,827 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,525 | $48,261-74.0% | $68,612-81.7% | $55,725-77.5% |
| Participation rate | 77.5% | 71.0%+6.4pp | 72.2%+5.2pp | 70.9%+6.6pp |
| Annual return | -7.01% | -2.61%-4.4pp | -4.63%-2.4pp | 244.93%-251.9pp |
| Employer contribution / active EE | $925 | $1,742-46.9% | $2,625-64.8% | $2,078-55.5% |
| Participant deferral / active EE | $1,394 | $2,712-48.6% | $3,311-57.9% | $3,356-58.4% |
| Admin fee / account holder | $10 | $126-92.1% | $5,131-99.8% | $115-91.4% |