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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 | $12,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,901 | $95,895-45.9% | $79,576-34.8% | $134,509-61.4% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -16.83% | -2.72%-14.1pp | 0.15%-17.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $12,056 | $3,128+285.4% | $2,413+399.6% | $4,741+154.3% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $65,256 | $9,129+614.8% | $6,834+854.9% | $11,427+471.1% |