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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $16,862 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,341 | $65,453-65.9% | $86,698-74.2% | $66,938-66.6% |
| Participation rate | 51.1% | 75.5%-24.4pp | 76.6%-25.5pp | 69.8%-18.7pp |
| Annual return | -15.46% | -10.89%-4.6pp | 35.95%-51.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,230 | $4,102-45.6% | $4,656-52.1% | $4,238-47.4% |
| Admin fee / account holder | $148 | $642-76.9% | $7,493-98.0% | $594-75.0% |