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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NC 10281 | Investment Mgmt Fees | $125,910 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 7.87% | 16.36%-8.5pp | 793.01%-785.1pp | 11.45%-3.6pp |
| Employer contribution / active EE | $20,627 | $15,595+32.3% | $27,004-23.6% | $17,219+19.8% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |