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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 3455 PEACHTREEROAD NE SUITE 1000 · ATLANTA, GA 30326 | Advisory (Plan) | $23,621 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,429 | $43,550-48.5% | $63,244-64.5% | $52,331-57.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -3.40% | 2.03%-5.4pp | -70.31%+66.9pp | 4.54%-7.9pp |
| Employer contribution / active EE | $1,250 | $1,351-7.5% | $2,322-46.2% | $1,882-33.6% |
| Participant deferral / active EE | $0 | $2,254-100.0% | $2,953-100.0% | $3,022-100.0% |
| Admin fee / account holder | $162 | $387-58.0% | $5,893-97.2% | $592-72.5% |