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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 | $80,133-87.6% | $135,792-92.7% | $71,012-86.0% |
| Participation rate | 60.6% | 46.4%+14.2pp | 72.6%-12.0pp | 58.6%+2.1pp |
| Annual return | 17.35% | 15.15%+2.2pp | 25.96%-8.6pp | 37.67%-20.3pp |
| Employer contribution / active EE | $45 | $1,544-97.1% | $3,496-98.7% | $2,348-98.1% |
| Participant deferral / active EE | $870 | $2,074-58.1% | $4,759-81.7% | $3,246-73.2% |
| Admin fee / account holder | $27 | $1,557-98.3% | $12,266-99.8% | $1,167-97.7% |