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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $59,173 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,102 | $60,989+156.0% | $60,906+156.3% | $66,938+133.2% |
| Participation rate | 95.4% | 74.5%+21.0pp | 73.1%+22.3pp | 69.8%+25.6pp |
| Annual return | -17.42% | -9.60%-7.8pp | 16.94%-34.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $10,323 | $2,661+288.0% | $2,703+281.9% | $2,545+305.6% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,238-100.0% |
| Admin fee / account holder | $516 | $338+52.6% | $3,227-84.0% | $594-13.0% |