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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,479 |
Employer contribution per participant 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 | $85,135 | $84,482+0.8% | $125,363-32.1% | $66,930+27.2% |
| Participation rate | 88.5% | 76.4%+12.1pp | 82.4%+6.1pp | 69.8%+18.7pp |
| Annual return | -17.00% | -8.49%-8.5pp | 572.15%-589.1pp | 1.57%-18.6pp |
| Employer contribution / active EE | $153 | $3,553-95.7% | $4,815-96.8% | $2,545-94.0% |
| Participant deferral / active EE | $11,163 | $6,782+64.6% | $7,447+49.9% | $4,238+163.4% |
| Admin fee / account holder | $57 | $685-91.7% | $10,005-99.4% | $593-90.4% |