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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH- FAS Service code 26 | Advisory (Participants) | $28,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,940 | $29,516+153.9% | $77,513-3.3% | $90,274-17.0% |
| Participation rate | 5.4% | 33.7%-28.3pp | 54.2%-48.8pp | 73.4%-68.0pp |
| Annual return | 17.96% | 231.18%-213.2pp | 54.81%-36.8pp | 53.97%-36.0pp |
| Employer contribution / active EE | $133 | $381-65.0% | $987-86.5% | $2,523-94.7% |
| Participant deferral / active EE | $223 | $944-76.4% | $1,861-88.0% | $4,231-94.7% |
| Admin fee / account holder | $393 | $106+271.0% | $2,859-86.3% | $114+244.4% |