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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,600 |
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 | $25,152 | $81,948-69.3% | $90,766-72.3% | $64,824-61.2% |
| Participation rate | 56.1% | 80.5%-24.3pp | 75.7%-19.6pp | 71.5%-15.4pp |
| Annual return | -14.93% | -12.53%-2.4pp | -12.16%-2.8pp | 32.84%-47.8pp |
| Employer contribution / active EE | $909 | $3,067-70.4% | $2,922-68.9% | $2,507-63.7% |
| Participant deferral / active EE | $1,496 | $4,844-69.1% | $4,565-67.2% | $4,311-65.3% |
| Admin fee / account holder | $9 | $157-94.4% | $8,446-99.9% | $188-95.3% |