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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 | $16,128 |
GLADSTONE & COMPANY, LLC3+ 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.
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 | $5,937-100.0% | $280,855-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 21.6%-21.6pp | 14.6%-14.6pp |
| Annual return | -6.03% | -3.90%-2.1pp | -0.70%-5.3pp | 10.56%-16.6pp |
| Employer contribution / active EE | $7,692 | $19,150-59.8% | $28,903-73.4% | $13,643-43.6% |
| Participant deferral / active EE | $0 | $169-100.0% | $148-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,852-100.0% | $3,354-100.0% |