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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $9,714 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,968 | $89,241-88.8% | $134,172-92.6% | $79,634-87.5% |
| Participation rate | 60.6% | 47.1%+13.5pp | 72.5%-11.9pp | 62.5%-1.9pp |
| Annual return | 17.35% | 16.69%+0.7pp | 25.30%-8.0pp | 36.46%-19.1pp |
| Employer contribution / active EE | $45 | $1,634-97.2% | $3,420-98.7% | $2,529-98.2% |
| Participant deferral / active EE | $870 | $2,288-62.0% | $4,690-81.5% | $3,835-77.3% |
| Admin fee / account holder | $27 | $1,359-98.0% | $12,016-99.8% | $1,002-97.3% |