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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRELL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $11,998 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $867 |
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.
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 | $19,145 | $64,176-70.2% | $112,249-82.9% | $66,938-71.4% |
| Participation rate | 62.1% | 68.4%-6.4pp | 75.1%-13.0pp | 69.8%-7.7pp |
| Annual return | -13.69% | -13.80%+0.1pp | 27.48%-41.2pp | 1.58%-15.3pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,556 | $3,694-57.9% | $4,729-67.1% | $4,238-63.3% |
| Admin fee / account holder | $203 | $626-67.5% | $6,412-96.8% | $594-65.7% |