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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 18 · EIN 13-5674085 | Custodial (other than securities); Su... | $269,329 |
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 | $162,425 | $82,978+95.7% | $130,270+24.7% | $74,473+118.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 76.3%+23.7pp | 70.7%+29.3pp |
| Annual return | 12.35% | 123.05%-110.7pp | 38.89%-26.5pp | 34.36%-22.0pp |
| Employer contribution / active EE | $20,674 | $3,391+509.6% | $4,128+400.9% | $2,638+683.6% |
| Participant deferral / active EE | $0 | $5,370-100.0% | $6,797-100.0% | $4,530-100.0% |
| Admin fee / account holder | $831 | $354+134.9% | $6,022-86.2% | $347+139.5% |