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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Advisory (Plan) | $39,722 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,473 |
PENSION ASSURANCE LLP1 year Service code 10 20335 VENTURA BLVD., STE. 305 · WOODLAND HILLS, CA 91364 | Accounting | $4,676 |
TRUOG-RYDING COMPANY, INC.3 years Filed as: TRUOG-RYDING COMPANY INC Service code 13 · EIN 95-3497679 2659 TOWNSGATE RD., #101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $840 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,525 | $58,320-25.4% | $86,451-49.7% | $66,949-35.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.83% | -9.71%-7.1pp | 4398.51%-4415.3pp | 1.57%-18.4pp |
| Employer contribution / active EE | $4,264 | $2,615+63.0% | $3,770+13.1% | $2,545+67.5% |
| Participant deferral / active EE | $8,534 | $6,899+23.7% | $6,953+22.7% | $4,239+101.3% |
| Admin fee / account holder | $241 | $546-55.8% | $6,734-96.4% | $594-59.3% |