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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $61,383 |
MONNIER & CO5 years Filed as: MONNIER & CO. Service code 10 · EIN 34-1236295 | Accounting | $14,375 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,614 | $79,171+210.2% | $102,423+139.8% | $74,495+229.7% |
| Participation rate | 88.3% | 74.8%+13.5pp | 76.5%+11.8pp | 67.2%+21.1pp |
| Annual return | 8.17% | 54.93%-46.8pp | 29.32%-21.2pp | 1364.94%-1356.8pp |
| Employer contribution / active EE | $10,199 | $2,362+331.8% | $3,023+237.4% | $2,623+288.8% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $683 | $2,001-65.9% | $9,451-92.8% | $1,942-64.8% |