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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $58,399 |
CROWE LLP1 year Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $16,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,777 | $70,106-67.5% | $80,977-71.9% | $63,975-64.4% |
| Participation rate | 37.0% | 79.4%-42.4pp | 75.8%-38.9pp | 71.1%-34.2pp |
| Annual return | 11.79% | 13.93%-2.1pp | 17.11%-5.3pp | 48.65%-36.9pp |
| Employer contribution / active EE | $0 | $2,042-100.0% | $3,715-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,518 | $5,245-32.9% | $5,696-38.2% | $3,356+4.8% |
| Admin fee / account holder | $30 | $57-47.2% | $5,517-99.5% | $70-57.3% |