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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $27,583 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,671 | $86,341-65.6% | $125,195-76.3% | $65,186-54.5% |
| Participation rate | 74.2% | 75.3%-1.1pp | 79.8%-5.6pp | 70.2%+4.0pp |
| Annual return | 25.37% | 27.44%-2.1pp | 43.79%-18.4pp | 29.39%-4.0pp |
| Employer contribution / active EE | $912 | $2,040-55.3% | $3,866-76.4% | $2,177-58.1% |
| Participant deferral / active EE | $2,281 | $3,538-35.5% | $4,937-53.8% | $3,514-35.1% |
| Admin fee / account holder | $1 | $609-99.9% | $9,704-100.0% | $847-99.9% |