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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL, LYNCH, PIERCE, FENNER & SM Service code 26 · EIN 13-5674085 | Advisory (Participants) | $33,917 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $473,197 | $91,198+418.9% | $178,503+165.1% | $79,856+492.6% |
| Participation rate | 93.1% | 69.2%+23.9pp | 81.9%+11.2pp | 69.6%+23.5pp |
| Annual return | 10.26% | 24.20%-13.9pp | 151.12%-140.9pp | 31.71%-21.4pp |
| Employer contribution / active EE | $24,953 | $3,257+666.2% | $5,011+397.9% | $2,471+909.7% |
| Participant deferral / active EE | $13,265 | $3,237+309.8% | $5,202+155.0% | $3,741+254.6% |
| Admin fee / account holder | $60,424 | $6,748+795.4% | $13,987+332.0% | $5,306+1038.7% |