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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 55 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Other Commissions | $7,119 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0932631 805 S WHEATLEY ST STE 600 · RIDGELAND, MS 39157 | Recordkeeping | $1,186 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & Service code 55 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Other Commissions | $949 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,854 | $45,283-71.6% | $155,789-91.7% | $52,331-75.4% |
| Participation rate | 21.4% | 62.2%-40.8pp | 76.1%-54.7pp | 68.1%-46.7pp |
| Annual return | -1.48% | 1.80%-3.3pp | 71.54%-73.0pp | 4.54%-6.0pp |
| Employer contribution / active EE | $847 | $1,329-36.2% | $3,839-77.9% | $1,882-55.0% |
| Participant deferral / active EE | $1,149 | $2,854-59.7% | $4,798-76.1% | $3,022-62.0% |
| Admin fee / account holder | $27 | $981-97.3% | $7,477-99.6% | $592-95.5% |