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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $13,453 |
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 | $57,444 | $112,582-49.0% | $105,624-45.6% | $200,096-71.3% |
| Participation rate | 74.5% | 86.3%-11.7pp | 75.3%-0.8pp | 72.0%+2.5pp |
| Annual return | 12.82% | 15.58%-2.8pp | 116.20%-103.4pp | 34.26%-21.4pp |
| Employer contribution / active EE | $5,292 | $4,580+15.5% | $3,168+67.1% | $3,038+74.2% |
| Participant deferral / active EE | $4,980 | $6,655-25.2% | $5,013-0.7% | $5,090-2.2% |
| Admin fee / account holder | $14 | $107-87.2% | $10,961-99.9% | $269-94.9% |