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 | $127,422 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $76,334 |
MASTEC, INC1 year Service code 50 ATTN MARIMER RIVERA · CORAL GABLES, FL 33134 | Direct Payment | $73,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,697 | $51,897-54.3% | $84,753-72.0% | $329,111-92.8% |
| Participation rate | 29.6% | 73.2%-43.6pp | 76.6%-47.0pp | 67.9%-38.2pp |
| Annual return | 22.29% | 11.82%+10.5pp | 22.78%-0.5pp | 16.35%+5.9pp |
| Employer contribution / active EE | $749 | $3,022-75.2% | $3,574-79.0% | $2,303-67.5% |
| Participant deferral / active EE | $1,280 | $2,346-45.4% | $3,712-65.5% | $3,682-65.2% |
| Admin fee / account holder | $44 | $97-54.9% | $5,333-99.2% | $754-94.2% |