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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $21,716 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,059 | $73,102-82.1% | $123,552-89.4% | $56,287-76.8% |
| Participation rate | 68.9% | 74.3%-5.4pp | 82.3%-13.4pp | 69.9%-1.0pp |
| Annual return | -8.30% | 3.01%-11.3pp | 119.20%-127.5pp | -9.96%+1.7pp |
| Employer contribution / active EE | $1,449 | $2,977-51.3% | $4,628-68.7% | $2,111-31.3% |
| Participant deferral / active EE | $2,764 | $5,423-49.0% | $6,426-57.0% | $3,350-17.5% |
| Admin fee / account holder | $1 | $554-99.8% | $9,285-100.0% | $521-99.8% |