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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,093 |
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 | $65,585 | $30,599+114.3% | $74,577-12.1% | $57,658+13.7% |
| Participation rate | 78.4% | 49.1%+29.3pp | 68.1%+10.3pp | 70.2%+8.2pp |
| Annual return | 11.74% | 14.24%-2.5pp | 20.47%-8.7pp | 5.13%+6.6pp |
| Employer contribution / active EE | $1,370 | $1,000+37.1% | $2,525-45.7% | $1,974-30.6% |
| Participant deferral / active EE | $4,246 | $1,805+135.2% | $3,458+22.8% | $3,061+38.7% |
| Admin fee / account holder | $9 | $98-90.9% | $4,138-99.8% | $95-90.5% |