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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $30,601 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,025 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,014 | $86,225-57.1% | $146,643-74.8% | $86,821-57.4% |
| Participation rate | 86.6% | 78.0%+8.6pp | 80.1%+6.5pp | 72.3%+14.3pp |
| Annual return | 15.88% | 31.23%-15.4pp | 22.75%-6.9pp | 97.94%-82.1pp |
| Employer contribution / active EE | $2,275 | $2,392-4.9% | $4,137-45.0% | $2,406-5.5% |
| Participant deferral / active EE | $2,789 | $4,245-34.3% | $5,506-49.3% | $4,132-32.5% |
| Admin fee / account holder | $190 | $195-2.5% | $10,280-98.1% | $170+12.3% |