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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $18,991 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,564 | $42,546-54.0% | $71,796-72.8% | $55,167-64.5% |
| Participation rate | 80.8% | 59.1%+21.7pp | 69.1%+11.7pp | 69.0%+11.8pp |
| Annual return | 5.91% | 12.36%-6.4pp | 78.04%-72.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $624 | $803-22.3% | $1,924-67.6% | $1,963-68.2% |
| Participant deferral / active EE | $1,817 | $2,064-12.0% | $2,794-35.0% | $3,054-40.5% |
| Admin fee / account holder | $5 | $650-99.3% | $4,815-99.9% | $504-99.1% |