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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,810 | $70,917-69.2% | $98,920-78.0% | $73,497-70.3% |
| Participation rate | 67.5% | 73.8%-6.3pp | 76.0%-8.5pp | 70.7%-3.2pp |
| Annual return | -1.68% | 34.18%-35.9pp | 196.47%-198.2pp | 28.51%-30.2pp |
| Employer contribution / active EE | $855 | $2,037-58.0% | $2,689-68.2% | $2,270-62.4% |
| Participant deferral / active EE | $1,755 | $3,501-49.9% | $4,245-58.7% | $3,740-53.1% |
| Admin fee / account holder | $26 | $535-95.1% | $6,643-99.6% | $513-94.9% |