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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, FENNER AND SMITH Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $32,609 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $25,870 |
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 | $1,503 | $33,780-95.5% | $74,551-98.0% | $75,289-98.0% |
| Participation rate | 72.0% | 62.7%+9.3pp | 69.1%+2.8pp | 72.4%-0.5pp |
| Annual return | -4.46% | -1.24%-3.2pp | 32.53%-37.0pp | -0.04%-4.4pp |
| Employer contribution / active EE | $0 | $845-100.0% | $1,961-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $3,108-100.0% | $3,739-100.0% |
| Admin fee / account holder | $21 | $86-75.8% | $5,059-99.6% | $102-79.6% |