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| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH3 years Filed as: MERRIL LYNCH, PIERCE, FENNER & SMIT Service code 27 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Plan) | $10,630 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,805 |
THE RETIREMENT ADVANTAGE INC3 years Service code 15 600 S NICOLET RD · APPLETON, WI 54914 | Recordkeeping | $1,375 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,543 | $70,684-85.1% | $169,397-93.8% | $75,177-86.0% |
| Participation rate | 32.9% | 64.8%-31.9pp | 77.2%-44.3pp | 67.2%-34.3pp |
| Annual return | 17.51% | 36.38%-18.9pp | 406.23%-388.7pp | 160.75%-143.2pp |
| Employer contribution / active EE | $271 | $2,211-87.7% | $4,013-93.3% | $2,671-89.9% |
| Participant deferral / active EE | $2,335 | $4,310-45.8% | $6,223-62.5% | $4,126-43.4% |
| Admin fee / account holder | $95 | $5,404-98.2% | $9,017-98.9% | $5,651-98.3% |