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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 15 | Recordkeeping | $1,143 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,587 | $56,511-79.5% | $185,837-93.8% | $86,813-86.7% |
| Participation rate | 19.4% | 65.5%-46.1pp | 81.7%-62.3pp | 72.3%-52.9pp |
| Annual return | 15.13% | 118.12%-103.0pp | 122.08%-106.9pp | 97.93%-82.8pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $802 | $2,554-68.6% | $5,568-85.6% | $4,131-80.6% |
| Admin fee / account holder | $114 | $150-23.5% | $16,241-99.3% | $170-32.5% |