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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $13,972 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MANAGMENT Service code 27 3550 LENOX ROAD NE SUITE 1950 · ATLANTA, GA 303264315 | Advisory (Plan) | $9,967 |
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 | $28,757 | $50,666-43.2% | $76,823-62.6% | $65,185-55.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 13.27% | 28.51%-15.2pp | 1166.42%-1153.2pp | 29.38%-16.1pp |
| Employer contribution / active EE | $1,304 | $1,575-17.2% | $2,302-43.3% | $2,177-40.1% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $218 | $463-52.8% | $6,422-96.6% | $847-74.2% |