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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $6,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,399 | $31,741-79.8% | $56,411-88.7% | $199,593-96.8% |
| Participation rate | 13.8% | 32.3%-18.6pp | 52.5%-38.7pp | 72.0%-58.2pp |
| Annual return | 13.30% | 14.72%-1.4pp | 1701.33%-1688.0pp | 34.25%-21.0pp |
| Employer contribution / active EE | $100 | $508-80.3% | $1,039-90.4% | $3,034-96.7% |
| Participant deferral / active EE | $493 | $1,184-58.4% | $1,952-74.8% | $5,087-90.3% |
| Admin fee / account holder | $133 | $426-68.8% | $2,829-95.3% | $269-50.6% |