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| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH4 years Filed as: MERRIL LYNCH, PIERCE, FENNER & SMIT Service code 27 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Plan) | $12,261 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,086 |
THE RETIREMENT ADVANTAGE INC4 years Service code 15 600 S NICOLET RD · APPLETON, WI 54914 | Recordkeeping | $2,103 |
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 | $12,288 | $78,027-84.3% | $178,528-93.1% | $80,925-84.8% |
| Participation rate | 32.8% | 65.7%-32.9pp | 77.1%-44.3pp | 67.7%-34.8pp |
| Annual return | 12.32% | 18.09%-5.8pp | 27.11%-14.8pp | 35.65%-23.3pp |
| Employer contribution / active EE | $358 | $2,281-84.3% | $3,950-91.0% | $2,756-87.0% |
| Participant deferral / active EE | $2,933 | $4,408-33.5% | $6,278-53.3% | $4,299-31.8% |
| Admin fee / account holder | $118 | $7,168-98.4% | $10,419-98.9% | $6,940-98.3% |