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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $84,258 |
AECOM USA INC.1+ years Service code 14 · EIN 61-1088522 | Plan Administrator | $29,227 |
ANGELES INVESTMENT ADVISORS, LLC1+ years Service code 25 · EIN 95-4839031 | Directed Trustee | $6,703 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,739 | $3,611,051-99.4% | $123,894-81.6% | $329,111-93.1% |
| Participation rate | 80.6% | 60.7%+19.9pp | 81.4%-0.8pp | 67.9%+12.8pp |
| Annual return | 8.93% | 14.13%-5.2pp | 47.52%-38.6pp | 16.35%-7.4pp |
| Employer contribution / active EE | $1,972 | $1,947+1.2% | $4,617-57.3% | $2,303-14.4% |
| Participant deferral / active EE | $1,871 | $4,426-57.7% | $5,984-68.7% | $3,682-49.2% |
| Admin fee / account holder | -$4 | $9,731-100.0% | $8,357-100.0% | $754-100.5% |