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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $53,272 |
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).
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 | $17,848 | $80,753-77.9% | $136,298-86.9% | $62,293-71.3% |
| Participation rate | 16.3% | 73.5%-57.3pp | 81.9%-65.7pp | 69.5%-53.3pp |
| Annual return | 48.60% | 35.83%+12.8pp | 5156.27%-5107.7pp | 28.90%+19.7pp |
| Employer contribution / active EE | $9,236 | $2,884+220.3% | $4,696+96.7% | $2,042+352.2% |
| Participant deferral / active EE | $23,560 | $5,164+356.2% | $6,247+277.1% | $3,169+643.4% |
| Admin fee / account holder | $2 | $525-99.7% | $9,244-100.0% | $479-99.6% |