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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER SMITH Service code 21 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Bank Trustee | $41,997 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $266,731-100.0% | $256,121-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 37.7%-37.7pp | 45.9%-45.9pp |
| Annual return | 13.63% | 7.61%+6.0pp | 9.60%+4.0pp | 10.21%+3.4pp |
| Employer contribution / active EE | $11,684 | $55,817-79.1% | $45,595-74.4% | $42,272-72.4% |
| Participant deferral / active EE | $0 | $245-100.0% | $255-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $10,098-100.0% | $9,523-100.0% | $13,518-100.0% |