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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $19,060 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 55 · EIN 13-5674085 | Other Commissions | $9,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,021 | $73,638-29.4% | $108,410-52.0% | $79,386-34.5% |
| Participation rate | 23.8% | 77.4%-53.6pp | 80.1%-56.4pp | 70.7%-46.9pp |
| Annual return | 12.06% | 33.27%-21.2pp | 905.27%-893.2pp | 116.85%-104.8pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,406 | $6,218-77.4% | $6,563-78.6% | $4,046-65.2% |
| Admin fee / account holder | $596 | $638-6.7% | $7,295-91.8% | $626-4.9% |