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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 | $16,446 |
GLADSTONE & COMPANY, LLC2+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | -20.73% | 9.21%-29.9pp | 14.20%-34.9pp | 10.41%-31.1pp |
| Employer contribution / active EE | $14,286 | $20,031-28.7% | $27,968-48.9% | $14,691-2.8% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |