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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,389 | $65,223-1.3% | $80,022-19.5% | $55,725+15.5% |
| Participation rate | 52.3% | 80.6%-28.3pp | 75.8%-23.6pp | 70.9%-18.6pp |
| Annual return | -6.17% | 7.59%-13.8pp | 11.22%-17.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $720 | $2,544-71.7% | $2,468-70.8% | $2,078-65.3% |
| Participant deferral / active EE | $1,701 | $3,881-56.2% | $3,686-53.8% | $3,356-49.3% |
| Admin fee / account holder | $21 | $114-81.3% | $6,521-99.7% | $115-81.4% |