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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 22 · EIN 13-5674085 | Insurance Broker | $26,362 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $19,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,915 | $55,472+29.6% | $155,567-53.8% | $74,546-3.5% |
| Participation rate | 58.9% | 61.9%-3.0pp | 78.2%-19.3pp | 67.2%-8.3pp |
| Annual return | 11.14% | 268.72%-257.6pp | 64.74%-53.6pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,807 | $2,838-1.1% | $5,628-50.1% | $4,347-35.4% |
| Admin fee / account holder | $278 | $1,743-84.1% | $15,916-98.3% | $1,944-85.7% |