Filed January 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $12,049 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,747 | $76,173-82.0% | $81,382-83.1% | $199,593-93.1% |
| Participation rate | 85.4% | 76.3%+9.1pp | 69.5%+15.9pp | 72.0%+13.4pp |
| Annual return | 12.38% | 15.59%-3.2pp | 24.73%-12.4pp | 34.25%-21.9pp |
| Employer contribution / active EE | $1,239 | $2,792-55.6% | $2,463-49.7% | $3,034-59.2% |
| Participant deferral / active EE | $1,834 | $4,201-56.4% | $3,883-52.8% | $5,087-64.0% |
| Admin fee / account holder | $9 | $146-93.5% | $5,768-99.8% | $269-96.5% |