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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $72,591 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $33,705 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,386 | $102,661+150.7% | $151,645+69.7% | $66,949+284.5% |
| Participation rate | 99.0% | 85.5%+13.5pp | 87.5%+11.6pp | 69.8%+29.2pp |
| Annual return | -14.63% | -10.81%-3.8pp | 3.34%-18.0pp | 1.57%-16.2pp |
| Employer contribution / active EE | $11,408 | $4,184+172.7% | $6,165+85.0% | $2,545+348.2% |
| Participant deferral / active EE | $15,638 | $6,645+135.3% | $8,363+87.0% | $4,239+268.9% |
| Admin fee / account holder | $168 | $630-73.4% | $11,614-98.6% | $594-71.7% |