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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $5,486 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,178 | $33,067-54.1% | $76,518-80.2% | $56,289-73.0% |
| Participation rate | 22.2% | 55.4%-33.2pp | 68.0%-45.8pp | 69.9%-47.6pp |
| Annual return | -6.64% | 2.72%-9.4pp | -0.27%-6.4pp | -9.96%+3.3pp |
| Employer contribution / active EE | $380 | $1,200-68.3% | $2,647-85.6% | $2,111-82.0% |
| Participant deferral / active EE | $569 | $2,240-74.6% | $3,836-85.2% | $3,350-83.0% |
| Admin fee / account holder | $34 | $537-93.7% | $4,849-99.3% | $521-93.5% |