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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,438 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,537 | $104,631-58.4% | $98,462-55.8% | $80,187-45.7% |
| Participation rate | 74.9% | 87.5%-12.6pp | 75.2%-0.3pp | 72.9%+1.9pp |
| Annual return | 17.50% | 34.72%-17.2pp | 21.20%-3.7pp | 40.40%-22.9pp |
| Employer contribution / active EE | $5,623 | $4,517+24.5% | $3,049+84.4% | $2,980+88.7% |
| Participant deferral / active EE | $4,760 | $6,545-27.3% | $4,738+0.4% | $5,016-5.1% |
| Admin fee / account holder | $0 | $105-100.0% | $8,875-100.0% | $145-100.0% |