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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $30,871 |
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.
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 | $24,439 | $40,435-39.6% | $80,627-69.7% | $74,460-67.2% |
| Participation rate | 21.3% | 47.4%-26.1pp | 67.0%-45.7pp | 70.7%-49.4pp |
| Annual return | 21.05% | 165.19%-144.1pp | 936.76%-915.7pp | 34.38%-13.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,723-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,367 | $2,673-11.5% | $4,443-46.7% | $4,530-47.8% |
| Admin fee / account holder | $108 | $721-85.0% | $5,381-98.0% | $348-69.0% |