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| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH1 year Service code 27 · EIN 13-5674085 | Advisory (Plan) | $89,377 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 20.43% | 8.08%+12.4pp | 9.51%+10.9pp | 37.74%-17.3pp |
| Employer contribution / active EE | $1,130 | $9,541-88.2% | $23,377-95.2% | $15,788-92.8% |
| Participant deferral / active EE | $0 | $616-100.0% | $14-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |