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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER AND SMI Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $7,301 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,846 | $113,941+114.9% | $94,229+159.8% | $125,389+95.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 16.94% | 5.29%+11.7pp | 10.68%+6.3pp | 282.24%-265.3pp |
| Employer contribution / active EE | $9,917 | $4,727+109.8% | $3,587+176.5% | $4,866+103.8% |
| Participant deferral / active EE | $16,000 | $5,179+208.9% | $4,320+270.3% | $5,352+199.0% |
| Admin fee / account holder | $2,615 | $8,392-68.8% | $6,269-58.3% | $9,541-72.6% |