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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $31,994 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,410 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $26 |
Filed as: MILLENNIUM TRUST COMPANY Service code 49 · EIN 36-4400066 | Other Services | $21 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,691 | $99,957-64.3% | $149,730-76.2% | $73,493-51.4% |
| Participation rate | 60.3% | 75.7%-15.4pp | 82.5%-22.1pp | 70.7%-10.3pp |
| Annual return | 12.53% | 53.87%-41.3pp | 276.70%-264.2pp | 28.51%-16.0pp |
| Employer contribution / active EE | $656 | $3,191-79.4% | $4,645-85.9% | $2,270-71.1% |
| Participant deferral / active EE | $2,755 | $6,073-54.6% | $6,843-59.7% | $3,740-26.3% |
| Admin fee / account holder | $213 | $551-61.3% | $9,310-97.7% | $513-58.4% |