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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 18 · EIN 13-5674085 | Securities brokerage; Custodial (othe... | $202,768 |
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 | $147,259 | $64,919+126.8% | $392,568-62.5% | $65,186+125.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 78.1%+21.9pp | 70.2%+29.8pp |
| Annual return | 17.74% | 26.09%-8.4pp | 24.42%-6.7pp | 29.39%-11.6pp |
| Employer contribution / active EE | $17,713 | $2,374+646.0% | $3,783+368.2% | $2,177+713.7% |
| Participant deferral / active EE | $0 | $3,668-100.0% | $5,985-100.0% | $3,514-100.0% |
| Admin fee / account holder | $840 | $634+32.5% | $6,260-86.6% | $847-0.9% |