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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $58,348 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 50 · EIN 34-6565596 | Direct Payment | $19,664 |
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.
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 | $60,370 | $71,142-15.1% | $119,608-49.5% | $64,814-6.9% |
| Participation rate | 49.9% | 78.6%-28.7pp | 79.3%-29.3pp | 71.5%-21.5pp |
| Annual return | -14.70% | -10.01%-4.7pp | -14.98%+0.3pp | 32.84%-47.5pp |
| Employer contribution / active EE | $593 | $2,497-76.2% | $4,232-86.0% | $2,507-76.3% |
| Participant deferral / active EE | $3,301 | $4,490-26.5% | $5,601-41.1% | $4,310-23.4% |
| Admin fee / account holder | $168 | $162+3.7% | $10,326-98.4% | $188-10.5% |