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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 22 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Insurance Broker | $4,873 |
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 | $107,459 | $111,878-4.0% | $93,727+14.7% | $145,897-26.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.82% | 204.28%-197.5pp | 133.83%-127.0pp | 552.29%-545.5pp |
| Employer contribution / active EE | $12,159 | $3,092+293.2% | $2,421+402.2% | $4,663+160.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $812 | $10,256-92.1% | $8,292-90.2% | $13,390-93.9% |