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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL Service code 28 · EIN 13-3180817 | Investment Management | $50,252 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,910 | $84,499-36.2% | $125,391-57.0% | $66,949-19.5% |
| Participation rate | 90.0% | 76.4%+13.6pp | 82.4%+7.7pp | 69.8%+20.2pp |
| Annual return | -1.15% | -8.49%+7.3pp | 572.41%-573.6pp | 1.57%-2.7pp |
| Employer contribution / active EE | $1,831 | $3,554-48.5% | $4,816-62.0% | $2,545-28.1% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $341 | $685-50.2% | $10,009-96.6% | $594-42.6% |