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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE & CO. LLC Service code 10 813 W SECOND STREET · SEYMOUR, IN 47274 | Accounting | $10,500 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,666 | $107,218-67.7% | $115,768-70.1% | $79,634-56.5% |
| Participation rate | 64.6% | 76.8%-12.2pp | 74.4%-9.8pp | 62.5%+2.1pp |
| Annual return | 14.59% | 15.41%-0.8pp | 100.46%-85.9pp | 36.46%-21.9pp |
| Employer contribution / active EE | $1,158 | $3,627-68.1% | $2,940-60.6% | $2,529-54.2% |
| Participant deferral / active EE | $1,986 | $5,091-61.0% | $4,917-59.6% | $3,835-48.2% |
| Admin fee / account holder | $38 | $576-93.4% | $12,439-99.7% | $1,002-96.2% |