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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $31,704 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,878 | $71,873+146.1% | $86,698+104.0% | $68,490+158.3% |
| Participation rate | 98.3% | 72.2%+26.1pp | 76.6%+21.7pp | 67.9%+30.4pp |
| Annual return | 3.30% | 3.54%-0.2pp | 35.96%-32.7pp | -7.85%+11.2pp |
| Employer contribution / active EE | $1,177 | $2,173-45.9% | $2,837-58.5% | $2,597-54.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,993 | $6,110+47.2% | $7,492+20.0% | $5,403+66.4% |