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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,808 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES, INC. Service code 13 · EIN 65-0721164 | Contract Administrator | $2,171 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $284 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,234 | $59,467-77.7% | $93,727-85.9% | $74,478-82.2% |
| Participation rate | 63.8% | 59.6%+4.2pp | 68.7%-4.9pp | 67.2%-3.4pp |
| Annual return | 10.78% | 82.14%-71.4pp | 133.83%-123.1pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,387 | $3,052-54.5% | $4,417-68.6% | $4,350-68.1% |
| Admin fee / account holder | $94 | $3,028-96.9% | $8,292-98.9% | $1,946-95.2% |