Filed September 16, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $75,000 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $29,600 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,745 | $88,730-18.0% | $82,313-11.6% | $77,958-6.7% |
| Participation rate | 67.5% | 84.5%-17.1pp | 76.9%-9.4pp | 71.6%-4.2pp |
| Annual return | 20.06% | 20.88%-0.8pp | 25.88%-5.8pp | 20.87%-0.8pp |
| Employer contribution / active EE | $787 | $2,758-71.5% | $2,428-67.6% | $2,310-65.9% |
| Participant deferral / active EE | $5,523 | $4,634+19.2% | $3,706+49.0% | $3,537+56.2% |
| Admin fee / account holder | $90 | $74+21.1% | $5,608-98.4% | $97-8.0% |