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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $120 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,456 | $102,661+219.9% | $151,645+116.6% | $66,949+390.6% |
| Participation rate | 90.3% | 85.5%+4.8pp | 87.5%+2.8pp | 69.8%+20.5pp |
| Annual return | -23.32% | -10.81%-12.5pp | 3.34%-26.7pp | 1.57%-24.9pp |
| Employer contribution / active EE | $8,982 | $4,184+114.7% | $6,165+45.7% | $2,545+252.9% |
| Participant deferral / active EE | $18,287 | $6,645+175.2% | $8,363+118.7% | $4,239+331.4% |
| Admin fee / account holder | $1,172 | $630+85.9% | $11,614-89.9% | $594+97.5% |