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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIECER, FENNER Service code 22 · EIN 13-5674085 4 WORLD TRADE CENTER · NEW YORK, NY 10281 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,232 | $70,917-92.6% | $98,920-94.7% | $73,497-92.9% |
| Participation rate | 74.0% | 73.8%+0.2pp | 76.0%-2.1pp | 70.7%+3.3pp |
| Annual return | 39.33% | 34.18%+5.1pp | 196.47%-157.1pp | 28.51%+10.8pp |
| Employer contribution / active EE | $776 | $2,037-61.9% | $2,689-71.2% | $2,270-65.8% |
| Participant deferral / active EE | $1,867 | $3,501-46.7% | $4,245-56.0% | $3,740-50.1% |
| Admin fee / account holder | $27 | $535-94.9% | $6,643-99.6% | $513-94.7% |