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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 18 · EIN 13-5674085 | Custodial (other than securities); Se... | $65,117 |
BENASSIST SOLUTIONS, LLC1+ years Service code 11 · EIN 26-2377651 | Actuarial | $33,065 |
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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 | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -31.75% | -2.03%-29.7pp | -2.01%-29.7pp | 2.81%-34.6pp |
| Employer contribution / active EE | $3,472 | $9,185-62.2% | $34,453-89.9% | $16,358-78.8% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |