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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH - EPS INC. Service code 26 · EIN 13-5674085 | Advisory (Participants) | $22,006 |
Filed as: MERRILL LYNCH - FAS Service code 26 | Advisory (Participants) | $22,006 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,334 |
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 | $122,556 | $49,891+145.7% | $80,607+52.0% | $75,181+63.0% |
| Participation rate | 98.8% | 55.3%+43.5pp | 67.0%+31.8pp | 67.2%+31.6pp |
| Annual return | 15.41% | 34.67%-19.3pp | 936.11%-920.7pp | 160.69%-145.3pp |
| Employer contribution / active EE | $736 | $1,698-56.7% | $2,724-73.0% | $2,671-72.5% |
| Participant deferral / active EE | $5,992 | $2,991+100.3% | $4,448+34.7% | $4,126+45.2% |
| Admin fee / account holder | $607 | $3,578-83.0% | $5,379-88.7% | $5,650-89.3% |