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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH BROKERAGE Service code 27 · EIN 13-3180817 | Advisory (Plan) | $18,207 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,865 | $72,277-75.3% | $101,248-82.4% | $79,858-77.6% |
| Participation rate | 52.0% | 68.5%-16.5pp | 75.8%-23.8pp | 69.6%-17.6pp |
| Annual return | 6.27% | 22.30%-16.0pp | 46.47%-40.2pp | 31.71%-25.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $252 | $4,400-94.3% | $5,945-95.8% | $5,306-95.3% |