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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $32,959 |
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 | $39,459 | $47,922-17.7% | $75,900-48.0% | $65,186-39.5% |
| Participation rate | 98.8% | 63.0%+35.9pp | 69.3%+29.6pp | 70.2%+28.6pp |
| Annual return | 22.31% | 24.12%-1.8pp | 30.73%-8.4pp | 29.39%-7.1pp |
| Employer contribution / active EE | $1,762 | $1,557+13.1% | $2,501-29.6% | $2,177-19.1% |
| Participant deferral / active EE | $2,850 | $2,550+11.8% | $3,604-20.9% | $3,514-18.9% |
| Admin fee / account holder | $132 | $532-75.1% | $5,421-97.6% | $847-84.4% |