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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,516 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,991 | $46,173+55.9% | $170,439-57.8% | $69,631+3.4% |
| Participation rate | 89.0% | 63.9%+25.1pp | 83.6%+5.4pp | 70.7%+18.3pp |
| Annual return | 18.35% | 21.62%-3.3pp | 205.94%-187.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $4,048 | $1,610+151.5% | $5,433-25.5% | $2,032+99.2% |
| Participant deferral / active EE | $3,257 | $2,080+56.6% | $4,939-34.1% | $3,224+1.0% |
| Admin fee / account holder | $7 | $116-94.0% | $13,881-100.0% | $110-93.7% |