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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities brokerage; Investment mana... | $50,066 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 4.72% | 5.03%-0.3pp | 18.87%-14.2pp | 7.18%-2.5pp |
| Employer contribution / active EE | $11,775 | $10,273+14.6% | $19,828-40.6% | $13,095-10.1% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |