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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $11,833 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,353 | $55,122+0.4% | $104,625-47.1% | $73,493-24.7% |
| Participation rate | 61.2% | 67.7%-6.5pp | 74.1%-12.9pp | 70.7%-9.5pp |
| Annual return | 12.86% | 24.77%-11.9pp | 340.60%-327.7pp | 28.51%-15.7pp |
| Employer contribution / active EE | $0 | $1,464-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,553 | $2,919-46.8% | $3,738-58.4% | $3,740-58.5% |
| Admin fee / account holder | $150 | $423-64.6% | $6,465-97.7% | $513-70.8% |