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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $31,943 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,953 | $56,047+23.0% | $98,716-30.1% | $79,634-13.4% |
| Participation rate | 20.1% | 54.6%-34.6pp | 69.3%-49.2pp | 62.5%-42.4pp |
| Annual return | 14.21% | 17.58%-3.4pp | 31.81%-17.6pp | 36.46%-22.3pp |
| Employer contribution / active EE | $0 | $1,237-100.0% | $2,279-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $476 | $2,469-80.7% | $4,048-88.2% | $3,835-87.6% |
| Admin fee / account holder | $174 | $1,512-88.5% | $8,703-98.0% | $1,002-82.7% |