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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $56,942 |
MONNIER & CO4 years Filed as: MONNIER & CO. Service code 10 · EIN 34-1236295 | Accounting | $13,955 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $250,306 | $76,112+228.9% | $96,534+159.3% | $71,511+250.0% |
| Participation rate | 71.8% | 74.4%-2.6pp | 76.0%-4.2pp | 67.9%+3.9pp |
| Annual return | 11.81% | 22.81%-11.0pp | 25.88%-14.1pp | 28.86%-17.0pp |
| Employer contribution / active EE | $9,173 | $2,248+308.1% | $2,965+209.3% | $2,589+254.3% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $639 | $2,708-76.4% | $8,253-92.3% | $1,588-59.8% |