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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 4 WORLD CENTER · NEW YORK, NY 10281 | Recordkeeping | $214,163 |
Filed as: MORGAN STANLEY Service code 70 · EIN 26-4310632 1300 THAMES STREET · BALTIMORE, MD 21231 | Consulting Fees | $48,798 |
BELLOWS ASSOCIATES, P.A.2 years Service code 10 · EIN 65-0804414 5401 N UNIVERSITY DRIVE, SUITE 201 · CORAL SPRINGS, FL 33067 | Accounting | $15,000 |
QCWDR, LLP2 years Filed as: QCWDR Service code 29 · EIN 45-1444874 2-20TH STREET NORTH, SUITE 930 · BIRMINGHAM, AL 35203 | Legal | $6,110 |
Participant contribution per participant 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 | $39,983 | $52,626-24.0% | $98,483-59.4% | $93,010-57.0% |
| Participation rate | 84.0% | 65.3%+18.7pp | 73.3%+10.7pp | 73.9%+10.1pp |
| Annual return | 22.14% | 16.95%+5.2pp | 1494.38%-1472.2pp | 158.70%-136.6pp |
| Employer contribution / active EE | $3,614 | $1,894+90.9% | $2,961+22.1% | $2,705+33.6% |
| Participant deferral / active EE | $178 | $2,907-93.9% | $4,276-95.8% | $4,561-96.1% |
| Admin fee / account holder | $174 | $102+70.0% | $5,953-97.1% | $152+14.6% |