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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities Custodian | $42,251 |
Filed as: MERRILL LYNCH 13-5674085 Service code 27 | Advisory (Plan) | $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 | $88,129 | $58,493+50.7% | $84,023+4.9% | $72,976+20.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 3.28% | 28.93%-25.6pp | 71.32%-68.0pp | 81.02%-77.7pp |
| Employer contribution / active EE | $816 | $1,163-29.8% | $1,984-58.9% | $2,440-66.5% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $48,021 | $4,569+951.1% | $6,102+687.0% | $5,124+837.1% |