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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $17,846 |
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Annual investment return 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $253,814-100.0% | $226,711-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 61.5%-61.5pp | 48.3%-48.3pp | 48.7%-48.7pp |
| Annual return | -5.51% | -1.65%-3.9pp | -1.71%-3.8pp | -2.16%-3.3pp |
| Employer contribution / active EE | $11,245 | $52,988-78.8% | $45,357-75.2% | $42,949-73.8% |
| Participant deferral / active EE | $0 | $180-100.0% | $175-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $8,341-100.0% | $7,161-100.0% | $12,572-100.0% |