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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY Service code 53 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Insurance Commissions | $5,107 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0936213 | Recordkeeping | $434 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 53 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Insurance Commissions | $354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,979 | $72,770-90.4% | $67,652-89.7% | $55,191-87.4% |
| Participation rate | 56.0% | 78.8%-22.8pp | 75.7%-19.7pp | 69.2%-13.1pp |
| Annual return | -4.67% | -3.26%-1.4pp | 6625.40%-6630.1pp | 10.78%-15.4pp |
| Employer contribution / active EE | $703 | $1,769-60.2% | $2,266-69.0% | $1,899-63.0% |
| Participant deferral / active EE | $1,562 | $3,408-54.2% | $3,560-56.1% | $3,046-48.7% |
| Admin fee / account holder | $20 | $79-74.2% | $4,821-99.6% | $91-77.6% |