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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $31,079 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $23,076 |
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 | $26,254 | $54,717-52.0% | $86,216-69.5% | $71,511-63.3% |
| Participation rate | 76.1% | 60.1%+16.0pp | 69.0%+7.1pp | 67.9%+8.2pp |
| Annual return | 15.28% | 20.07%-4.8pp | 1169.42%-1154.1pp | 28.86%-13.6pp |
| Employer contribution / active EE | $5,205 | $1,267+310.9% | $2,382+118.6% | $2,589+101.0% |
| Participant deferral / active EE | $2,248 | $3,110-27.7% | $3,986-43.6% | $4,291-47.6% |
| Admin fee / account holder | $258 | $1,922-86.6% | $6,853-96.2% | $1,588-83.7% |