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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $15,267 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,851 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Investment management fees paid direc... | $622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,225 | $93,182-59.0% | $146,665-73.9% | $79,386-51.8% |
| Participation rate | 62.2% | 76.4%-14.2pp | 80.1%-17.9pp | 70.7%-8.5pp |
| Annual return | 14.43% | 21.61%-7.2pp | 22.74%-8.3pp | 116.85%-102.4pp |
| Employer contribution / active EE | $564 | $2,420-76.7% | $4,136-86.4% | $2,427-76.8% |
| Participant deferral / active EE | $3,189 | $4,169-23.5% | $5,506-42.1% | $4,046-21.2% |
| Admin fee / account holder | $158 | $585-73.1% | $10,280-98.5% | $626-74.8% |