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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,306 | $76,050+229.1% | $96,544+159.3% | $71,457+250.3% |
| Participation rate | 71.8% | 74.4%-2.6pp | 76.0%-4.1pp | 67.9%+3.9pp |
| Annual return | 11.81% | 22.81%-11.0pp | 25.84%-14.0pp | 28.85%-17.0pp |
| Employer contribution / active EE | $9,173 | $2,244+308.8% | $2,965+209.4% | $2,588+254.5% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $639 | $2,707-76.4% | $8,252-92.3% | $1,587-59.8% |