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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 18 · EIN 13-5674085 | Sub-transfer agency fees; Custodial (... | $60,062 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -1.78% | -2.51%+0.7pp | -102.04%+100.3pp | -0.69%-1.1pp |
| Employer contribution / active EE | $2,632 | $11,346-76.8% | $36,232-92.7% | $16,786-84.3% |
| Participant deferral / active EE | $0 | $324-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |