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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 3455 PEACHTREE RD NE SUITE 1000 · ATLANTA, GA 30326 | Advisory (Plan) | $23,089 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,593 | $50,385-47.2% | $75,501-64.8% | $62,293-57.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 12.37% | 19.90%-7.5pp | 27.35%-15.0pp | 28.90%-16.5pp |
| Employer contribution / active EE | $1,341 | $1,537-12.8% | $2,352-43.0% | $2,042-34.3% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $186 | $384-51.6% | $5,801-96.8% | $479-61.2% |