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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $30,608 |
MERRIL LYNCH3 years Filed as: MERRIL LYNCH 150 N. COLLEGE STREET Service code 26 · EIN 13-5674085 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,596 | $203,209-53.9% | $159,474-41.3% | - |
| Participation rate | 73.7% | 77.0%-3.3pp | 82.8%-9.1pp | - |
| Annual return | 17.44% | 10.23%+7.2pp | 263.68%-246.2pp | - |
| Employer contribution / active EE | $1,643 | $2,919-43.7% | $4,831-66.0% | - |
| Participant deferral / active EE | $7,028 | $5,954+18.0% | $7,353-4.4% | - |
| Admin fee / account holder | $514 | $10,627-95.2% | $10,802-95.2% | - |