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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Investment management fees paid direc... | $90,274 |
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 | $44,355 | $46,732-5.1% | $156,551-71.7% | $55,167-19.6% |
| Participation rate | 83.7% | 65.8%+17.9pp | 84.0%-0.3pp | 69.0%+14.7pp |
| Annual return | 8.38% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.9pp |
| Employer contribution / active EE | $3,245 | $2,105+54.1% | $5,501-41.0% | $1,963+65.3% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $500 | $418+19.5% | $13,028-96.2% | $504-0.8% |