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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 18 · EIN 13-5674085 | Securities brokerage; Investment mana... | $197,701 |
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 | $137,804 | $82,093+67.9% | $379,746-63.7% | $73,412+87.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 78.4%+21.6pp | 72.2%+27.8pp |
| Annual return | 10.99% | 18.89%-7.9pp | 34.90%-23.9pp | 59.30%-48.3pp |
| Employer contribution / active EE | $16,667 | $2,847+485.5% | $3,540+370.8% | $2,234+646.1% |
| Participant deferral / active EE | $0 | $4,697-100.0% | $6,024-100.0% | $3,806-100.0% |
| Admin fee / account holder | $694 | $128+443.5% | $7,927-91.2% | $158+339.3% |