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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 18 · EIN 13-5674085 | Sub-transfer agency fees; Securities ... | $318,109 |
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 | $180,588 | $89,588+101.6% | $133,698+35.1% | $77,762+132.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 76.4%+23.6pp | 70.6%+29.4pp |
| Annual return | 11.49% | 17.42%-5.9pp | 580.90%-569.4pp | 31.27%-19.8pp |
| Employer contribution / active EE | $21,699 | $3,491+521.6% | $4,218+414.5% | $2,728+695.4% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $7,016-100.0% | $4,651-100.0% |
| Admin fee / account holder | $933 | $539+73.1% | $6,703-86.1% | $433+115.5% |