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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE ST. · CHARLOTTE, NC 28202 | Advisory (Participants) | $0 |
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 | $29,315 | $64,176-54.3% | $112,263-73.9% | $66,949-56.2% |
| Participation rate | 78.5% | 68.4%+10.0pp | 75.1%+3.4pp | 69.8%+8.7pp |
| Annual return | -15.83% | -13.80%-2.0pp | 27.49%-43.3pp | 1.57%-17.4pp |
| Employer contribution / active EE | $3,419 | $3,007+13.7% | $3,636-6.0% | $2,545+34.3% |
| Participant deferral / active EE | $5,567 | $3,694+50.7% | $4,729+17.7% | $4,239+31.3% |
| Admin fee / account holder | $205 | $626-67.3% | $6,410-96.8% | $594-65.5% |