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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $31,671 |
Filed as: MERRILL LYNCH, FENNER AND SMITH Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $18,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,567 | $43,466-94.1% | $90,970-97.2% | $90,274-97.2% |
| Participation rate | 43.2% | 62.5%-19.2pp | 69.0%-25.8pp | 73.4%-30.1pp |
| Annual return | 10.07% | 25.26%-15.2pp | 134.58%-124.5pp | 53.97%-43.9pp |
| Employer contribution / active EE | $352 | $840-58.1% | $2,122-83.4% | $2,523-86.1% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,231-100.0% |
| Admin fee / account holder | $18 | $92-80.7% | $5,960-99.7% | $114-84.5% |