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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $2,640 |
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.
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 | $863 | $75,832-98.9% | $147,617-99.4% | $59,633-98.6% |
| Participation rate | 81.7% | 71.6%+10.1pp | 84.6%-3.0pp | 68.7%+13.0pp |
| Annual return | -2.25% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $111 | $3,131-96.4% | $4,895-97.7% | $3,192-96.5% |
| Admin fee / account holder | $1 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |