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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $68,736 |
MONNIER & CO2 years Filed as: MONNIER & CO. Service code 10 · EIN 34-1236295 | Accounting | $12,500 |
Participant 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,137 | $84,936+243.9% | $111,308+162.5% | $79,391+268.0% |
| Participation rate | 81.3% | 75.9%+5.4pp | 77.3%+4.0pp | 70.7%+10.6pp |
| Annual return | 8.01% | 17.45%-9.4pp | 54.67%-46.7pp | 116.88%-108.9pp |
| Employer contribution / active EE | $8,754 | $1,979+342.3% | $2,732+220.4% | $2,428+260.6% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $752 | $537+40.0% | $7,965-90.6% | $627+20.1% |