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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 701 BRICKELL AVENUE, #700 · NEW YORK, NY 10281 | Advisory (Plan) | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,807 | $107,378-91.8% | $108,582-91.9% | $57,658-84.7% |
| Participation rate | 48.5% | 77.1%-28.7pp | 79.6%-31.1pp | 70.2%-21.8pp |
| Annual return | 3.52% | 12.80%-9.3pp | -51.70%+55.2pp | 5.13%-1.6pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $43 | $108-60.7% | $7,645-99.4% | $95-54.9% |