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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,132 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,282 | $54,320+16.5% | $67,652-6.5% | $52,331+20.9% |
| Participation rate | 72.7% | 73.6%-0.9pp | 75.7%-3.0pp | 68.1%+4.6pp |
| Annual return | 2.03% | 6.81%-4.8pp | 6625.40%-6623.4pp | 4.54%-2.5pp |
| Employer contribution / active EE | $1,926 | $1,544+24.8% | $2,266-15.0% | $1,882+2.3% |
| Participant deferral / active EE | $5,251 | $2,950+78.0% | $3,560+47.5% | $3,022+73.7% |
| Admin fee / account holder | $48 | $527-90.8% | $4,821-99.0% | $592-91.8% |