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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $26,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,598 | $76,551-39.1% | $123,894-62.4% | $62,881-25.9% |
| Participation rate | 41.7% | 73.0%-31.3pp | 81.4%-39.7pp | 69.3%-27.6pp |
| Annual return | 6.61% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $732 | $2,882-74.6% | $4,617-84.1% | $2,281-67.9% |
| Participant deferral / active EE | $8,810 | $4,840+82.0% | $5,984+47.2% | $3,203+175.0% |
| Admin fee / account holder | $20 | $4,826-99.6% | $8,357-99.8% | $4,296-99.5% |