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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 1600 AMERICAN BOULEVARD 3RD FLOOR · PENNINGTON, NJ 08536 | Advisory (Plan) | $186,141 |
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 | $193,492 | $43,504+344.8% | $68,612+182.0% | $56,289+243.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | 7.25% | -3.15%+10.4pp | -4.63%+11.9pp | -9.96%+17.2pp |
| Employer contribution / active EE | $17,524 | $1,525+1048.9% | $2,625+567.6% | $2,111+730.1% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,513 | $515+193.9% | $5,131-70.5% | $521+190.5% |