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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL, LYNCE, PIERCE ET. AL. Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $46,013 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $512,027 | $177,353+188.7% | $158,226+223.6% | $198,609+157.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 4.83% | 599.50%-594.7pp | 501.41%-496.6pp | 202.70%-197.9pp |
| Employer contribution / active EE | $3,750 | $3,239+15.8% | $2,986+25.6% | $5,055-25.8% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $25,870 | $10,960+136.0% | $10,217+153.2% | $19,030+35.9% |