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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $6,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $97,372 | $68,413+42.3% | $123,105-20.9% | $55,191+76.4% |
| Participation rate | 53.7% | 84.5%-30.8pp | 86.8%-33.1pp | 69.2%-15.5pp |
| Annual return | 0.02% | 6.30%-6.3pp | 13.22%-13.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $25,371 | $3,050+731.8% | $5,151+392.6% | $1,899+1236.2% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $13 | $88-85.1% | $9,014-99.9% | $91-85.6% |