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 | $56,060+21.6% | $76,002-10.3% | $80,874-15.7% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | -2.21% | 20.54%-22.8pp | 360.07%-362.3pp | 35.62%-37.8pp |
| Employer contribution / active EE | $15,908 | $1,873+749.1% | $2,688+491.7% | $2,756+477.3% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $71 | $5,237-98.6% | $6,414-98.9% | $6,935-99.0% |