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| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH1+ years Filed as: MERILL LYNCH Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $32,444 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $25,693 |
TANGE MANN & GARZA1+ years Service code 51 1225 NORTH LOOP WEST · HOUSTON, OH 770081711 | Investment Mgmt Fees | $15,420 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,290 | $31,810-95.9% | $64,105-98.0% | $59,188-97.8% |
| Participation rate | 100.0% | 57.7%+42.3pp | 68.2%+31.8pp | 69.4%+30.6pp |
| Annual return | 2.10% | 9.41%-7.3pp | 791.24%-789.1pp | 5.51%-3.4pp |
| Employer contribution / active EE | $0 | $659-100.0% | $1,820-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $1,582-100.0% | $2,822-100.0% | $3,265-100.0% |
| Admin fee / account holder | $21 | $57-63.9% | $4,499-99.5% | $92-77.7% |