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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $10,339 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,757 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,744 | $114,195-78.3% | $106,554-76.8% | $93,010-73.4% |
| Participation rate | 73.0% | 86.4%-13.4pp | 76.1%-3.2pp | 73.9%-0.9pp |
| Annual return | -64.12% | 22.18%-86.3pp | 26.80%-90.9pp | 158.70%-222.8pp |
| Employer contribution / active EE | $5,727 | $4,009+42.9% | $2,819+103.1% | $2,705+111.7% |
| Participant deferral / active EE | $5,385 | $5,908-8.9% | $4,398+22.4% | $4,561+18.1% |
| Admin fee / account holder | $16 | $105-84.3% | $7,408-99.8% | $152-89.2% |