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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 06-1614949 | Investment Management | $7,737 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $7,201 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $6,739 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,145 | $93,010-81.6% | $96,515-82.2% | $74,460-77.0% |
| Participation rate | 58.7% | 71.6%-12.8pp | 74.3%-15.6pp | 70.7%-12.0pp |
| Annual return | 19.01% | 37.50%-18.5pp | 35.73%-16.7pp | 34.38%-15.4pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $3,740-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,267 | $3,971-42.9% | $4,880-53.5% | $4,530-50.0% |
| Admin fee / account holder | $115 | $633-81.8% | $6,735-98.3% | $348-66.9% |