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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Custodial (other than securities); Ac... | $2,631 |
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 | $551,494 | $75,832+627.3% | $147,617+273.6% | $59,633+824.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.96% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $23,470 | $3,485+573.5% | $5,564+321.8% | $2,203+965.6% |
| Participant deferral / active EE | $2,636 | $3,131-15.8% | $4,895-46.2% | $3,192-17.4% |
| Admin fee / account holder | $17,317 | $5,986+189.3% | $11,612+49.1% | $4,297+303.0% |