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| Provider | Service type | Compensation |
|---|---|---|
TROUTMAN SANDERS LLP2+ years Service code 49 · EIN 58-0946915 | Other Services | $6,348 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,578 | $75,183-3.5% | $123,894-41.4% | $55,167+31.6% |
| Participation rate | 50.8% | 72.8%-22.0pp | 81.4%-30.6pp | 69.0%-18.2pp |
| Annual return | 8.01% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $18 | $2,823-99.4% | $4,617-99.6% | $1,963-99.1% |
| Participant deferral / active EE | $7,554 | $5,084+48.6% | $5,984+26.2% | $3,054+147.3% |
| Admin fee / account holder | $27 | $663-95.9% | $8,357-99.7% | $504-94.6% |