Filed October 31, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $96,887 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,838 | $54,590+26.1% | $81,726-15.8% | $73,497-6.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 14.01% | 17.74%-3.7pp | 29.49%-15.5pp | 28.51%-14.5pp |
| Employer contribution / active EE | $3,884 | $1,636+137.4% | $4,311-9.9% | $2,270+71.1% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $466 | $592-21.3% | $5,160-91.0% | $513-9.2% |