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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH & CO., INC. Service code 27 · EIN 13-5674085 4TH FLOOR NORTH · PENNINGTON, NJ 08534 | Advisory (Plan) | $70,785 |
SMITH & DEKAY1+ years Service code 10 · EIN 91-1343765 | Accounting | $15,000 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Recordkeeping and... | $9,238 |
Participant 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.)
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 | $121,786 | $57,108+113.3% | $94,224+29.3% | $52,331+132.7% |
| Participation rate | 84.9% | 72.9%+11.9pp | 78.8%+6.1pp | 68.1%+16.8pp |
| Annual return | -0.84% | 1.47%-2.3pp | 10.68%-11.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $4,934 | $1,735+184.3% | $3,587+37.6% | $1,882+162.2% |
| Participant deferral / active EE | $806 | $3,040-73.5% | $4,320-81.4% | $3,022-73.3% |
| Admin fee / account holder | $698 | $546+27.7% | $6,269-88.9% | $592+17.9% |