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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $24,815 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,648 | $80,753-83.1% | $136,298-90.0% | $62,293-78.1% |
| Participation rate | 86.3% | 73.5%+12.7pp | 81.9%+4.4pp | 69.5%+16.8pp |
| Annual return | 17.28% | 35.83%-18.6pp | 5156.27%-5139.0pp | 28.90%-11.6pp |
| Employer contribution / active EE | $846 | $2,884-70.7% | $4,696-82.0% | $2,042-58.6% |
| Participant deferral / active EE | $1,976 | $5,164-61.7% | $6,247-68.4% | $3,169-37.6% |
| Admin fee / account holder | $17 | $525-96.8% | $9,244-99.8% | $479-96.5% |