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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $11,174 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,260 | $64,909-76.5% | $82,312-81.5% | $62,293-75.5% |
| Participation rate | 77.4% | 74.9%+2.6pp | 76.9%+0.5pp | 69.5%+7.9pp |
| Annual return | 16.80% | 21.18%-4.4pp | 25.88%-9.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,229 | $3,103-28.2% | $3,706-39.9% | $3,169-29.7% |
| Admin fee / account holder | $3 | $440-99.3% | $5,608-99.9% | $479-99.3% |