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 | $56,250 |
Filed as: MERRILL LYNCH Service code 70 · EIN 94-1687665 | Consulting Fees | $18,750 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,500 |
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 | $65,869 | $78,852-16.5% | $76,768-14.2% | $75,289-12.5% |
| Participation rate | 68.8% | 85.0%-16.1pp | 77.0%-8.1pp | 72.4%-3.6pp |
| Annual return | -3.75% | -1.29%-2.5pp | 2.43%-6.2pp | -0.04%-3.7pp |
| Employer contribution / active EE | $803 | $2,794-71.3% | $2,485-67.7% | $2,405-66.6% |
| Participant deferral / active EE | $5,860 | $4,800+22.1% | $3,852+52.1% | $3,739+56.7% |
| Admin fee / account holder | $60 | $79-24.3% | $6,675-99.1% | $102-41.6% |