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 | $810,380 |
CATALANT1 year Service code 50 · EIN 46-2934852 | Direct Payment | $28,619 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 16 · EIN 13-5381590 | Consulting | $6,468 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $233,339 | $118,464+97.0% | $96,564+141.6% | $103,657+125.1% |
| Participation rate | 99.9% | 89.0%+10.9pp | 76.0%+23.9pp | 73.4%+26.5pp |
| Annual return | 15.86% | 18.79%-2.9pp | 25.89%-10.0pp | 33.13%-17.3pp |
| Employer contribution / active EE | $10,688 | $4,210+153.9% | $2,967+260.3% | $3,216+232.4% |
| Participant deferral / active EE | $12,654 | $7,277+73.9% | $4,852+160.8% | $5,218+142.5% |
| Admin fee / account holder | $59 | $81-27.8% | $8,256-99.3% | $114-48.7% |