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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 | $7,798 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0932631 805 S WHEATLEY ST STE 600 · RIDGELAND, MS 39157 | Recordkeeping | $1,300 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & Service code 55 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Other Commissions | $885 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,714 | $50,898-75.0% | $171,082-92.6% | $55,167-77.0% |
| Participation rate | 84.9% | 63.3%+21.7pp | 76.7%+8.2pp | 69.0%+15.9pp |
| Annual return | 8.86% | 15.34%-6.5pp | 32.56%-23.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,373 | $1,433-4.2% | $4,002-65.7% | $1,963-30.0% |
| Participant deferral / active EE | $1,843 | $2,994-38.4% | $4,797-61.6% | $3,054-39.7% |
| Admin fee / account holder | $21 | $500-95.9% | $8,520-99.8% | $504-95.9% |