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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... | $15,206 |
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 | $162,958 | $67,602+141.1% | $82,312+98.0% | $70,126+132.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -0.83% | 21.57%-22.4pp | 25.88%-26.7pp | 73.15%-74.0pp |
| Employer contribution / active EE | $1,242 | $1,755-29.2% | $2,428-48.9% | $2,343-47.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,341 | $4,512+18.4% | $5,608-4.8% | $4,645+15.0% |