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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $90,649 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $85,326 |
Filed as: N A FALCONE & ASSOCIATES, INC. Service code 13 · EIN 23-2773125 | Contract Administrator | $27,938 |
Filed as: NA FALCONE & ASSOCIATES, INC. Service code 13 | Contract Administrator | $9,551 |
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 | $45,549 | $52,293-12.9% | $178,503-74.5% | $73,412-38.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 11.83% | 34.75%-22.9pp | 151.12%-139.3pp | 59.30%-47.5pp |
| Employer contribution / active EE | $2,639 | $1,736+52.0% | $5,011-47.3% | $2,234+18.1% |
| Participant deferral / active EE | $4,246 | $2,333+82.0% | $5,202-18.4% | $3,806+11.6% |
| Admin fee / account holder | $181 | $127+41.9% | $13,987-98.7% | $158+14.4% |