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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $70,148 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,709 | $81,334-53.6% | $113,397-66.7% | $64,097-41.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 76.5%+23.5pp | 55.2%+44.8pp |
| Annual return | 11.03% | 32.50%-21.5pp | 23.20%-12.2pp | 34.64%-23.6pp |
| Employer contribution / active EE | $337 | $2,077-83.8% | $2,977-88.7% | $1,891-82.2% |
| Participant deferral / active EE | $0 | $3,795-100.0% | $5,076-100.0% | $3,080-100.0% |
| Admin fee / account holder | $382 | $4,208-90.9% | $11,957-96.8% | $3,454-89.0% |