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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 18 · EIN 13-5674085 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Custodial (other than securities) | $65 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,966 | $54,320-81.7% | $67,652-85.3% | $52,331-81.0% |
| Participation rate | 80.1% | 73.6%+6.6pp | 75.7%+4.5pp | 68.1%+12.0pp |
| Annual return | 4.03% | 6.81%-2.8pp | 6625.40%-6621.4pp | 4.54%-0.5pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,545 | $2,950-47.6% | $3,560-56.6% | $3,022-48.9% |
| Admin fee / account holder | $1 | $527-99.8% | $4,821-100.0% | $592-99.9% |