Filed October 14, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $114,002 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 50 · EIN 94-1687665 | Direct Payment | $86,421 |
MASTEC, INC1+ years Filed as: MASTEC, INC. Service code 50 ATTN MARIMER RIVERA · CORAL GABLES, FL 33134 | Direct Payment | $75,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,480 | $69,651-72.0% | $75,784-74.3% | $69,651-72.0% |
| Participation rate | 26.9% | 66.6%-39.6pp | 75.8%-48.9pp | 66.6%-39.6pp |
| Annual return | 1.06% | 53.77%-52.7pp | 9.68%-8.6pp | 53.77%-52.7pp |
| Employer contribution / active EE | $688 | $2,241-69.3% | $3,323-79.3% | $2,241-69.3% |
| Participant deferral / active EE | $1,173 | $3,635-67.7% | $3,652-67.9% | $3,635-67.7% |
| Admin fee / account holder | $50 | $63-20.3% | $5,300-99.0% | $63-20.3% |