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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 20 · EIN 13-1788491 | Trustee (bank, trust company, or simi... | $20,970 |
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 | $51,518 | $63,314-18.6% | $91,004-43.4% | $62,293-17.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 9.84% | 21.00%-11.2pp | 4.60%+5.2pp | 28.90%-19.1pp |
| Employer contribution / active EE | $2,326 | $1,807+28.7% | $2,456-5.3% | $2,042+13.9% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $85 | $468-81.9% | $5,417-98.4% | $479-82.4% |