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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,125 |
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 | $26,588 | $84,784-68.6% | $98,462-73.0% | $74,473-64.3% |
| Participation rate | 61.4% | 81.5%-20.1pp | 75.2%-13.8pp | 70.7%-9.3pp |
| Annual return | 18.17% | 20.59%-2.4pp | 21.17%-3.0pp | 34.36%-16.2pp |
| Employer contribution / active EE | $1,026 | $3,364-69.5% | $3,049-66.4% | $2,638-61.1% |
| Participant deferral / active EE | $1,733 | $5,218-66.8% | $4,738-63.4% | $4,530-61.8% |
| Admin fee / account holder | $11 | $204-94.9% | $8,875-99.9% | $347-97.0% |