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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 22 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Insurance Broker | $12,072 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,916 | $95,975-30.3% | $74,549-10.2% | $135,379-50.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.62% | 56.96%-63.6pp | 32.53%-39.2pp | 519.79%-526.4pp |
| Employer contribution / active EE | $7,131 | $2,716+162.5% | $1,961+263.6% | $4,779+49.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,808 | $6,522-41.6% | $5,059-24.7% | $10,828-64.8% |