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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH I Service code 26 · EIN 13-5674085 | Advisory (Participants) | $34,171 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 26 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Advisory (Participants) | $25,076 |
PASI, LLC1 year Service code 13 10 TALCOTT NOTCH SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $2,770 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,943 | $44,764-10.8% | $68,803-41.9% | $64,824-38.4% |
| Participation rate | 45.1% | 64.8%-19.7pp | 69.0%-23.9pp | 71.5%-26.4pp |
| Annual return | -2.59% | -10.91%+8.3pp | -6.37%+3.8pp | 32.84%-35.4pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,656-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,504 | $3,238-53.5% | $3,942-61.8% | $4,311-65.1% |
| Admin fee / account holder | $378 | $151+149.9% | $4,936-92.3% | $188+101.3% |