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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH - EPS INC. Service code 26 · EIN 13-5674085 | Advisory (Participants) | $21,792 |
Filed as: MERRILL LYNCH - FAS Service code 26 | Advisory (Participants) | $21,792 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,312 |
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 | $113,485 | $45,872+147.4% | $77,096+47.2% | $68,486+65.7% |
| Participation rate | 97.4% | 55.9%+41.5pp | 67.9%+29.5pp | 67.9%+29.5pp |
| Annual return | -16.71% | 1.73%-18.4pp | 42.35%-59.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,428 | $1,650-13.4% | $2,814-49.3% | $2,597-45.0% |
| Participant deferral / active EE | $5,691 | $2,963+92.1% | $4,429+28.5% | $4,028+41.3% |
| Admin fee / account holder | $694 | $3,041-77.2% | $5,428-87.2% | $5,404-87.2% |