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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Mgmt Fees | $7,472 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,326 | $157,304-47.0% | $141,197-41.0% | $152,909-45.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.20% | 64.34%-55.1pp | 71.41%-62.2pp | 345.46%-336.3pp |
| Employer contribution / active EE | $10,425 | $5,263+98.1% | $4,736+120.1% | $4,764+118.8% |
| Participant deferral / active EE | $4,663 | $7,111-34.4% | $6,710-30.5% | $5,851-20.3% |
| Admin fee / account holder | $2,885 | $12,126-76.2% | $10,265-71.9% | $11,601-75.1% |