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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $24,224 |
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.)
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 | $106,872 | $57,976+84.3% | $63,018+69.6% | $62,293+71.6% |
| Participation rate | 97.4% | 75.9%+21.4pp | 74.8%+22.6pp | 69.5%+27.9pp |
| Annual return | 16.66% | 17.54%-0.9pp | 87.62%-71.0pp | 28.90%-12.2pp |
| Employer contribution / active EE | $9,857 | $2,415+308.2% | $2,761+257.1% | $2,042+382.7% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,308 | $276+374.3% | $3,601-63.7% | $479+172.9% |