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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH -EPS Service code 26 · EIN 13-5674085 150 N.COLLEGE STREET · CHARLOTTE, NC 28202 | Advisory (Participants) | $8,332 |
Filed as: MERRILL LYNCH -FAS Service code 26 · EIN 13-5674085 150 N.COLLEGE STREET · CHARLOTTE, NC 28202 | Advisory (Participants) | $8,332 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, · BUFFALO, NY 142010600 | Recordkeeping | $376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,222 | $56,438-39.4% | $76,872-55.5% | $71,511-52.1% |
| Participation rate | 45.9% | 64.3%-18.4pp | 69.6%-23.7pp | 67.9%-22.1pp |
| Annual return | 18.99% | 19.05%-0.1pp | 37.90%-18.9pp | 28.86%-9.9pp |
| Employer contribution / active EE | $1,392 | $1,864-25.3% | $2,533-45.1% | $2,589-46.2% |
| Participant deferral / active EE | $2,780 | $3,136-11.3% | $3,832-27.4% | $4,291-35.2% |
| Admin fee / account holder | $21 | $1,430-98.5% | $5,476-99.6% | $1,588-98.7% |