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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 | Investment management fees paid indir... | $9,077 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,463 | $56,197+246.0% | $67,652+187.4% | $59,633+226.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -7.57% | 18508.10%-18515.7pp | 6625.40%-6633.0pp | 2041.45%-2049.0pp |
| Employer contribution / active EE | $1,582 | $1,615-2.0% | $2,266-30.2% | $2,203-28.2% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,800 | $3,958+46.5% | $4,821+20.3% | $4,297+35.0% |