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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL A BANK OF AMERICA COMPANY Service code 28 14636 N. SCOTTSDALE RD STE 325 · SCOTTSDALE, AZ 85254 | Investment Management | $42,159 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,311 | $101,672+58.7% | $147,117+9.6% | $74,478+116.6% |
| Participation rate | 99.4% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 41.52% | 8757.83%-8716.3pp | 420.54%-379.0pp | 1370.56%-1329.0pp |
| Employer contribution / active EE | $16,343 | $3,813+328.6% | $4,932+231.3% | $2,626+522.3% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $176 | $1,753-90.0% | $12,993-98.6% | $1,946-91.0% |