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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $325,044 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,402 | $47,977+298.9% | $154,108+24.2% | $56,289+240.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.73% | 3.54%-8.3pp | 735.21%-739.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $6,867 | $2,169+216.6% | $5,298+29.6% | $2,111+225.3% |
| Participant deferral / active EE | $4,523 | $2,392+89.1% | $5,081-11.0% | $3,350+35.0% |
| Admin fee / account holder | $1,887 | $438+330.6% | $13,411-85.9% | $521+262.2% |