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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $14,903 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,641 | $52,293-73.9% | $178,503-92.4% | $73,412-81.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 0.27% | 34.75%-34.5pp | 151.12%-150.8pp | 59.30%-59.0pp |
| Employer contribution / active EE | $1,469 | $1,736-15.4% | $5,011-70.7% | $2,234-34.3% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $32 | $127-75.1% | $13,987-99.8% | $158-79.9% |