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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $5,375 |
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 | $101,396 | $71,802+41.2% | $133,975-24.3% | $57,661+75.8% |
| Participation rate | 61.2% | 85.5%-24.3pp | 87.1%-25.9pp | 70.2%-9.1pp |
| Annual return | 7.93% | 13.51%-5.6pp | 29.29%-21.4pp | 5.13%+2.8pp |
| Employer contribution / active EE | $25,495 | $3,161+706.5% | $5,211+389.2% | $1,974+1191.7% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $8 | $88-90.8% | $9,324-99.9% | $95-91.4% |