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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Participants) | $11,991 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $391 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,024 | $63,114-47.7% | $92,915-64.5% | $65,186-49.3% |
| Participation rate | 63.9% | 68.8%-4.9pp | 76.0%-12.1pp | 70.2%-6.3pp |
| Annual return | 21.21% | 28.75%-7.5pp | 109.45%-88.2pp | 29.39%-8.2pp |
| Employer contribution / active EE | $413 | $2,571-83.9% | $3,653-88.7% | $2,177-81.0% |
| Participant deferral / active EE | $1,945 | $3,108-37.4% | $4,238-54.1% | $3,514-44.6% |
| Admin fee / account holder | $272 | $624-56.3% | $5,796-95.3% | $847-67.9% |