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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 TWO PICKWICK PLAZA, 4TH FLOOR · GREENWICH, CT 06830 | Advisory (Participants) | $35,506 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,040 | $55,453+134.5% | $170,435-23.7% | $62,293+108.8% |
| Participation rate | 91.6% | 66.4%+25.2pp | 83.6%+8.0pp | 69.5%+22.1pp |
| Annual return | 19.87% | 21.38%-1.5pp | 205.94%-186.1pp | 28.90%-9.0pp |
| Employer contribution / active EE | $10,519 | $2,164+386.2% | $5,432+93.6% | $2,042+415.1% |
| Participant deferral / active EE | $6,804 | $2,303+195.5% | $4,939+37.7% | $3,169+114.7% |
| Admin fee / account holder | $629 | $455+38.1% | $13,881-95.5% | $479+31.1% |