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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $18,199 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $18,199 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,401 | $82,202-41.1% | $125,339-61.4% | $64,808-25.3% |
| Participation rate | 22.1% | 77.9%-55.7pp | 82.4%-60.2pp | 71.5%-49.3pp |
| Annual return | -19.45% | 3.48%-22.9pp | 572.05%-591.5pp | 32.82%-52.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,622 | $7,175-49.5% | $7,446-51.4% | $4,310-16.0% |
| Admin fee / account holder | $257 | $163+57.4% | $10,010-97.4% | $188+36.8% |