Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FEENER & SMITH Service code 27 4800 DEER LAKE DR E FL1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $26,919 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,326 |
DEFINITI LLC2 years Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $13,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,911 | $50,956+39.2% | $96,575-26.6% | $86,813-18.3% |
| Participation rate | 33.6% | 65.2%-31.6pp | 69.8%-36.2pp | 72.3%-38.7pp |
| Annual return | 8.12% | 21.27%-13.2pp | 37.79%-29.7pp | 97.93%-89.8pp |
| Employer contribution / active EE | $108 | $1,111-90.3% | $2,357-95.4% | $2,406-95.5% |
| Participant deferral / active EE | $2,801 | $2,954-5.2% | $3,849-27.2% | $4,131-32.2% |
| Admin fee / account holder | $272 | $166+63.9% | $6,182-95.6% | $170+60.5% |