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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $13,969 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,921 |
Annual investment return 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.
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 | $20,612 | $62,267-66.9% | $110,243-81.3% | $55,725-63.0% |
| Participation rate | 85.1% | 78.1%+7.0pp | 79.8%+5.3pp | 70.9%+14.2pp |
| Annual return | -6.49% | -1.07%-5.4pp | 314.76%-321.2pp | 244.93%-251.4pp |
| Employer contribution / active EE | $3,288 | $1,941+69.4% | $3,827-14.1% | $2,078+58.2% |
| Participant deferral / active EE | $2,682 | $3,516-23.7% | $4,672-42.6% | $3,356-20.1% |
| Admin fee / account holder | $116 | $121-4.2% | $8,548-98.6% | $115+0.6% |