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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 65 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Account Maintenance | $5,057 |
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 | $594,278 | $77,638+665.5% | $156,551+279.6% | $62,881+845.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.23% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $23,748 | $3,444+589.6% | $5,501+331.7% | $2,281+941.2% |
| Participant deferral / active EE | $2,928 | $3,046-3.9% | $4,871-39.9% | $3,203-8.6% |
| Admin fee / account holder | $8,131 | $5,561+46.2% | $13,028-37.6% | $4,296+89.3% |