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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH , PIERCE, FENNER & S Service code 21 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Bank Trustee | $13,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,370 | $56,894-76.5% | $84,753-84.2% | $62,881-78.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.99% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,777 | $2,400-25.9% | $3,574-50.3% | $2,281-22.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,012 | $3,581-71.7% | $5,333-81.0% | $4,296-76.4% |