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| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH1 year Filed as: MERILL LYNCH PIERCE, FENNER & SMITH Service code 28 · EIN 13-5674085 4 WORLK FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $56,063 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,373 | $160,040+126.4% | $147,096+146.4% | $145,877+148.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.07% | 98.49%-88.4pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $24,174 | $5,289+357.0% | $4,936+389.7% | $4,663+418.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,747 | $15,050-61.8% | $13,005-55.8% | $13,402-57.1% |