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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,248 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,011 | $62,543-37.6% | $83,322-53.2% | $55,725-30.0% |
| Participation rate | 88.8% | 78.4%+10.4pp | 77.8%+11.0pp | 70.9%+17.9pp |
| Annual return | -8.22% | 14.85%-23.1pp | 10.64%-18.9pp | 244.93%-253.2pp |
| Employer contribution / active EE | $2,976 | $2,427+22.6% | $3,379-11.9% | $2,078+43.2% |
| Participant deferral / active EE | $8,002 | $5,682+40.8% | $5,565+43.8% | $3,356+138.5% |
| Admin fee / account holder | $7 | $103-92.8% | $7,540-99.9% | $115-93.5% |