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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $19,857 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $184,590-100.0% | $171,071-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.3%-49.3pp | 37.4%-37.4pp | 46.4%-46.4pp |
| Annual return | -7.67% | -3.76%-3.9pp | -3.19%-4.5pp | -82.67%+75.0pp |
| Employer contribution / active EE | $21,250 | $56,660-62.5% | $48,658-56.3% | $43,771-51.5% |
| Participant deferral / active EE | $0 | $287-100.0% | $273-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,685-100.0% | $5,129-100.0% | $11,204-100.0% |