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 | $15,680 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,399 | $77,197-82.6% | $86,615-84.5% | $93,010-85.6% |
| Participation rate | 80.7% | 78.2%+2.5pp | 71.6%+9.1pp | 73.9%+6.8pp |
| Annual return | 9.72% | 16.31%-6.6pp | 63.51%-53.8pp | 158.70%-149.0pp |
| Employer contribution / active EE | $1,264 | $2,514-49.7% | $2,496-49.4% | $2,705-53.3% |
| Participant deferral / active EE | $1,894 | $3,831-50.6% | $3,699-48.8% | $4,561-58.5% |
| Admin fee / account holder | $11 | $105-89.9% | $5,830-99.8% | $152-93.0% |