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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 13355 NOEL RD 7TH FLOOR · DALLAS, TX 75240 | Advisory (Plan) | $8,641 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $39,324 | $95,417-58.8% | $135,974-71.1% | $74,460-47.2% |
| Participation rate | 97.9% | 78.2%+19.7pp | 81.9%+16.0pp | 70.7%+27.2pp |
| Annual return | 49.30% | 32.76%+16.5pp | 68.30%-19.0pp | 34.38%+14.9pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $137 | $266-48.6% | $10,767-98.7% | $348-60.7% |