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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $43,027 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,098 | $71,872+30.9% | $86,691+8.5% | $68,495+37.4% |
| Participation rate | 87.1% | 72.2%+14.8pp | 76.6%+10.5pp | 67.9%+19.2pp |
| Annual return | -15.87% | 3.53%-19.4pp | 35.94%-51.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,331 | $2,173-38.8% | $2,837-53.1% | $2,596-48.7% |
| Participant deferral / active EE | $5,139 | $3,779+36.0% | $4,656+10.4% | $4,028+27.6% |
| Admin fee / account holder | $542 | $6,112-91.1% | $7,492-92.8% | $5,403-90.0% |