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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 | $126,113+306.0% | $116,096+341.0% | $155,188+229.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 4.83% | 391.72%-386.9pp | 326.25%-321.4pp | 148.84%-144.0pp |
| Employer contribution / active EE | $3,750 | $2,672+40.4% | $2,503+49.8% | $4,248-11.7% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $25,870 | $8,045+221.6% | $7,704+235.8% | $14,480+78.7% |