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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-3180817 PO BOX 2610 · SALT LAKE CITY, UT 84110 | Securities Custodian | $28,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,476 | $52,884-34.8% | $84,751-59.3% | $55,167-37.5% |
| Participation rate | 74.1% | 67.5%+6.6pp | 76.6%-2.5pp | 69.0%+5.1pp |
| Annual return | 5.15% | 18.03%-12.9pp | 22.78%-17.6pp | 169.23%-164.1pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $351 | $581-39.5% | $5,333-93.4% | $504-30.3% |