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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $7,224 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $7,224 |
ACTUARIAL IDEAS, INC1 year Filed as: ACTUARIAL IDEAS, INC. Service code 15 · EIN 13-3130986 10 ELYISE ROAD · MONSEY, NY 10952 | Recordkeeping | $5,430 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,822 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,288 | $45,000-74.9% | $143,757-92.1% | $77,904-85.5% |
| Participation rate | 9.1% | 66.8%-57.7pp | 80.3%-71.2pp | 73.7%-64.6pp |
| Annual return | -12.19% | 29.03%-41.2pp | -0.04%-12.2pp | 12.21%-24.4pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $405 | $3,157-87.2% | $5,637-92.8% | $4,806-91.6% |
| Admin fee / account holder | $139 | $98+41.4% | $14,673-99.1% | $133+5.0% |