Filed September 6, 2019
Total covered: 1,486 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,001,587 |
BDO USA, LLP1 year Service code 70 · EIN 13-5381590 | Consulting Fees | $11,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,100 | $171,796+49.7% | $111,319+131.0% | $106,520+141.4% |
| Participation rate | 99.9% | 88.6%+11.3pp | 77.3%+22.5pp | 71.3%+28.5pp |
| Annual return | 13.65% | 18.62%-5.0pp | 54.68%-41.0pp | 19.28%-5.6pp |
| Employer contribution / active EE | $9,832 | $4,687+109.7% | $2,732+259.9% | $2,840+246.1% |
| Participant deferral / active EE | $12,258 | $7,845+56.3% | $4,488+173.2% | $4,948+147.8% |
| Admin fee / account holder | $66 | $69-4.5% | $7,966-99.2% | $75-11.0% |