Filed August 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL Service code 28 · EIN 13-3180817 | Investment Management | $7,686 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $68,177 | $55,902+22.0% | $76,030-10.3% | $80,959-15.8% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | -2.21% | 20.59%-22.8pp | 361.54%-363.7pp | 35.67%-37.9pp |
| Employer contribution / active EE | $15,908 | $1,867+752.1% | $2,688+491.9% | $2,757+477.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $71 | $5,239-98.6% | $6,421-98.9% | $6,925-99.0% |