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 | $838,406 |
BDO USA, LLP2 years Service code 16 · EIN 13-5381590 | Consulting | $19,100 |
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 | $201,876 | $106,087+90.3% | $86,717+132.8% | $78,104+158.5% |
| Participation rate | 100.0% | 89.6%+10.4pp | 76.6%+23.4pp | 74.5%+25.5pp |
| Annual return | -13.69% | -14.87%+1.2pp | 35.97%-49.7pp | 10.90%-24.6pp |
| Employer contribution / active EE | $11,323 | $4,110+175.5% | $2,837+299.1% | $3,128+262.1% |
| Participant deferral / active EE | $13,531 | $6,851+97.5% | $4,657+190.6% | $5,089+165.9% |
| Admin fee / account holder | $55 | $81-31.8% | $7,494-99.3% | $79-29.9% |