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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 18 · EIN 13-5674085 | Sub-transfer agency fees; Securities ... | $263,792 |
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 | $157,233 | $89,904+74.9% | $453,569-65.3% | $86,821+81.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.0%+22.0pp | 72.3%+27.7pp |
| Annual return | 15.24% | 19.72%-4.5pp | 64.43%-49.2pp | 97.94%-82.7pp |
| Employer contribution / active EE | $17,285 | $3,279+427.1% | $4,072+324.5% | $2,406+618.4% |
| Participant deferral / active EE | $0 | $5,114-100.0% | $6,211-100.0% | $4,132-100.0% |
| Admin fee / account holder | $861 | $156+453.2% | $11,214-92.3% | $170+408.0% |