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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER & .00 S Service code 27 · EIN 93-1225432 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $14,035 |
Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,377 |
Filed as: NATIONAL BENEFIT SERVICES INC Service code 13 · EIN 36-2998347 300 W ADAMS STE 415 · CHICAGO, IL 60606 | Contract Administrator | $2,310 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,706 | $108,285-82.7% | $77,552-75.9% | $158,982-88.2% |
| Participation rate | 42.9% | 64.4%-21.6pp | 54.2%-11.3pp | 82.0%-39.1pp |
| Annual return | 10.99% | 31.69%-20.7pp | 54.82%-43.8pp | 302.99%-292.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,705 | $2,455+132.3% | $1,861+206.6% | $5,983-4.7% |
| Admin fee / account holder | $172 | $3,709-95.4% | $2,859-94.0% | $11,252-98.5% |