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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 19 · EIN 13-5674085 ONE CROSSROADS DRIVE BLDG ONE · BEDMINSTER, NJ 07921 | Securities Custodian | $49,064 |
WAGNER & ZWERMAN LLP4+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $10,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344 | $96,381-99.6% | $140,019-99.8% | $73,367-99.5% |
| Participation rate | 100.0% | 90.1%+9.9pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | -4.58% | -4.30%-0.3pp | 651.17%-655.8pp | 173.45%-178.0pp |
| Employer contribution / active EE | $227 | $4,168-94.6% | $5,605-96.0% | $2,499-90.9% |
| Participant deferral / active EE | $0 | $6,186-100.0% | $6,927-100.0% | $4,033-100.0% |
| Admin fee / account holder | $6 | $100-94.2% | $10,705-99.9% | $68-91.5% |