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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $33,301 |
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 | $39,014 | $46,297-15.7% | $71,671-45.6% | $62,293-37.4% |
| Participation rate | 97.8% | 60.6%+37.1pp | 68.7%+29.0pp | 69.5%+28.2pp |
| Annual return | 13.96% | 22.32%-8.4pp | 20.65%-6.7pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,693 | $1,412+19.9% | $2,460-31.2% | $2,042-17.1% |
| Participant deferral / active EE | $2,458 | $2,235+10.0% | $3,438-28.5% | $3,169-22.4% |
| Admin fee / account holder | $120 | $461-73.9% | $5,558-97.8% | $479-75.0% |