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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 28 · EIN 13-5674085 250 VESEY STREET · NEW YORK, NY 10281 | Investment Management | $28,337 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $506,412 | $202,342+150.3% | $172,752+193.1% | $152,897+231.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.91% | 1029.83%-1018.9pp | 802.97%-792.1pp | 345.43%-334.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $62,026 | $17,111+262.5% | $13,955+344.5% | $11,599+434.7% |