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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $49,275 |
Service code 10 · EIN 43-0831507 | Accounting | $10,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,355 | $79,223+6.5% | $102,460-17.7% | $74,478+13.3% |
| Participation rate | 83.4% | 74.8%+8.7pp | 76.5%+6.9pp | 67.2%+16.2pp |
| Annual return | 10.92% | 54.98%-44.1pp | 29.47%-18.6pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $4,602 | $2,363+94.7% | $3,025+52.1% | $2,626+75.2% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $639 | $2,003-68.1% | $9,460-93.2% | $1,946-67.2% |