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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $9,098 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,729 | $37,446-47.3% | $77,513-74.5% | $79,852-75.3% |
| Participation rate | 89.1% | 41.5%+47.6pp | 54.2%+34.9pp | 69.6%+19.5pp |
| Annual return | 10.00% | 39.76%-29.8pp | 54.81%-44.8pp | 31.72%-21.7pp |
| Employer contribution / active EE | $543 | $637-14.7% | $987-44.9% | $2,471-78.0% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $92 | $2,506-96.3% | $2,859-96.8% | $5,306-98.3% |