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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER SMITH Service code 18 · EIN 13-5674085 | Securities brokerage commissions and ... | $0 |
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Employer 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 | $46,244-100.0% | $248,520-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 2.8%-2.8pp |
| Annual return | 17.09% | 14.62%+2.5pp | 239.57%-222.5pp | 16.32%+0.8pp |
| Employer contribution / active EE | $4,825 | $21,307-77.4% | $43,837-89.0% | $17,007-71.6% |
| Participant deferral / active EE | $0 | $399-100.0% | $575-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $36,083-100.0% | $127-100.0% |