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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, FENNER AND SMITH Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $30,636 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $19,881 |
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.
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 | $1,480 | $38,833-96.2% | $78,778-98.1% | $77,958-98.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 69.2%+30.8pp | 71.6%+28.4pp |
| Annual return | 13.29% | 20.31%-7.0pp | 35.62%-22.3pp | 20.87%-7.6pp |
| Employer contribution / active EE | $0 | $840-100.0% | $1,986-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $1,776-100.0% | $2,958-100.0% | $3,537-100.0% |
| Admin fee / account holder | $16 | $89-82.2% | $5,134-99.7% | $97-83.7% |