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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 19 · EIN 13-3180817 400 PARK AVENUE SOUTH · WINTER PARK, FL 32789 | Securities Custodian | $23,182 |
GLADSTONE & COMPANY, LLC1+ years Service code 10 · EIN 20-4111312 13794 NW 4TH STREET · SUNRISE, FL 33325 | Accounting | $10,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $52,729-100.0% | $442,730-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 12.6%-12.6pp |
| Annual return | 30.02% | 4.89%+25.1pp | 4.72%+25.3pp | 4.56%+25.5pp |
| Employer contribution / active EE | $9,194 | $13,673-32.8% | $30,821-70.2% | $15,526-40.8% |
| Participant deferral / active EE | $0 | $0 | $113-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $2,146-100.0% | $1,711-100.0% |