Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 1500 AMERICAN BLVD, NJ2-150-01-13 · PENNINGTON, NJ 08534 | Recordkeeping | $190,709 |
QCWDR, LLP2+ years Service code 29 · EIN 45-1444874 2-20TH STREET NORTH, SUITE 930 · BIRMINGHAM, AL 35203 | Legal | $7,112 |
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.
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 | $34,099 | $44,794-23.9% | $90,324-62.2% | $77,775-56.2% |
| Participation rate | 83.2% | 66.6%+16.7pp | 73.3%+10.0pp | 73.2%+10.0pp |
| Annual return | 5.58% | 28.23%-22.6pp | 78.15%-72.6pp | 32.58%-27.0pp |
| Employer contribution / active EE | $3,664 | $1,809+102.6% | $2,856+28.3% | $2,504+46.3% |
| Participant deferral / active EE | $116 | $2,642-95.6% | $3,885-97.0% | $3,966-97.1% |
| Admin fee / account holder | $233 | $94+147.1% | $5,356-95.6% | $100+133.2% |