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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 | $101,539+58.9% | $147,041+9.7% | $74,400+116.8% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 41.52% | 8740.84%-8699.3pp | 419.21%-377.7pp | 1367.51%-1326.0pp |
| Employer contribution / active EE | $16,343 | $3,811+328.8% | $4,935+231.2% | $2,624+522.7% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $176 | $1,749-90.0% | $13,006-98.6% | $1,944-91.0% |