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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $31,209 |
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 | $30,987 | $44,425-30.2% | $67,834-54.3% | $55,167-43.8% |
| Participation rate | 95.4% | 59.7%+35.7pp | 68.8%+26.6pp | 69.0%+26.4pp |
| Annual return | 6.12% | 17.80%-11.7pp | 138.47%-132.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,927 | $1,351+42.6% | $2,403-19.8% | $1,963-1.8% |
| Participant deferral / active EE | $2,695 | $2,166+24.4% | $3,160-14.7% | $3,054-11.8% |
| Admin fee / account holder | $120 | $530-77.3% | $4,622-97.4% | $504-76.1% |