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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 1400 AMERICAN BLVD, BLDG 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $10,587 |
Service code 13 · EIN 22-2755716 1161 BRAOD STREET · SHREWSBURY, NJ 07702 | Contract Administrator | $1,593 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,384 | $50,199-7.6% | $70,092-33.8% | $66,914-30.7% |
| Participation rate | 66.7% | 66.3%+0.3pp | 70.5%-3.8pp | 69.8%-3.1pp |
| Annual return | -16.41% | -13.85%-2.6pp | 190.73%-207.1pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,707 | $1,864+45.2% | $2,559+5.8% | $2,544+6.4% |
| Participant deferral / active EE | $3,097 | $3,112-0.5% | $3,849-19.5% | $4,237-26.9% |
| Admin fee / account holder | $292 | $600-51.3% | $6,267-95.3% | $593-50.7% |