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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $34,256 |
Service code 70 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting Fees | $6,896 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,380 | $55,636-16.6% | $81,982-43.4% | $73,497-36.9% |
| Participation rate | 97.9% | 62.3%+35.7pp | 69.3%+28.7pp | 70.7%+27.3pp |
| Annual return | 13.19% | 19.07%-5.9pp | 41.31%-28.1pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,050 | $1,625+26.2% | $2,498-18.0% | $2,270-9.7% |
| Participant deferral / active EE | $3,479 | $2,762+25.9% | $3,722-6.5% | $3,740-7.0% |
| Admin fee / account holder | $177 | $493-64.2% | $5,665-96.9% | $513-65.6% |