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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,106 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,024 | $55,446+325.7% | $155,574+51.7% | $74,429+217.1% |
| Participation rate | 78.9% | 61.9%+16.9pp | 78.2%+0.6pp | 67.2%+11.6pp |
| Annual return | 13.18% | 269.20%-256.0pp | 64.87%-51.7pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $8,091 | $2,266+257.1% | $4,676+73.0% | $2,625+208.3% |
| Participant deferral / active EE | $4,682 | $2,836+65.1% | $5,629-16.8% | $4,348+7.7% |
| Admin fee / account holder | $198 | $1,743-88.6% | $15,914-98.8% | $1,944-89.8% |