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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $49,446 | $68,413-27.7% | $123,104-59.8% | $55,191-10.4% |
| Participation rate | 68.5% | 84.5%-16.0pp | 86.8%-18.2pp | 69.2%-0.6pp |
| Annual return | -0.84% | 6.30%-7.1pp | 13.22%-14.1pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,446 | $3,050-52.6% | $5,151-71.9% | $1,899-23.8% |
| Participant deferral / active EE | $5,317 | $4,490+18.4% | $6,230-14.6% | $3,046+74.5% |
| Admin fee / account holder | $3 | $88-97.0% | $9,015-100.0% | $91-97.1% |