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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $32,383 |
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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 | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | -13.69% | 7.36%-21.0pp | 9.78%-23.5pp | 13.24%-26.9pp |
| Employer contribution / active EE | $40,802 | $40,685+0.3% | $46,889-13.0% | $14,616+179.1% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |