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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 | Advisory (Plan) | $28,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,452 | $50,820-34.2% | $155,567-78.5% | $77,671-56.9% |
| Participation rate | 22.6% | 63.1%-40.5pp | 78.2%-55.6pp | 70.6%-48.0pp |
| Annual return | 11.91% | 34.85%-22.9pp | 64.74%-52.8pp | 31.21%-19.3pp |
| Employer contribution / active EE | $240 | $1,993-88.0% | $4,674-94.9% | $2,726-91.2% |
| Participant deferral / active EE | $1,038 | $2,823-63.2% | $5,628-81.6% | $4,648-77.7% |
| Admin fee / account holder | $297 | $436-31.9% | $15,916-98.1% | $430-31.0% |