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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH 13-5674085 Service code 27 | Advisory (Plan) | $25,338 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities Custodian | $0 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,905 | $54,541+189.5% | $78,778+100.4% | $70,126+125.2% |
| Participation rate | 81.6% | 60.8%+20.8pp | 69.2%+12.4pp | 69.5%+12.0pp |
| Annual return | 11.59% | 21.07%-9.5pp | 35.62%-24.0pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,053 | $1,089-3.3% | $1,986-47.0% | $2,343-55.1% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,662 | $3,709-1.2% | $5,134-28.7% | $4,645-21.2% |