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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 | $55,437+325.8% | $155,534+51.8% | $74,459+217.0% |
| Participation rate | 78.9% | 61.9%+17.0pp | 78.2%+0.6pp | 67.2%+11.6pp |
| Annual return | 13.18% | 269.58%-256.4pp | 64.92%-51.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $8,091 | $2,266+257.1% | $4,675+73.1% | $2,626+208.1% |
| Participant deferral / active EE | $4,682 | $2,837+65.0% | $5,630-16.8% | $4,350+7.6% |
| Admin fee / account holder | $198 | $1,742-88.6% | $15,900-98.8% | $1,945-89.8% |