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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $75,061 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,036 | $65,575-5.4% | $86,209-28.0% | $75,181-17.5% |
| Participation rate | 98.8% | 60.5%+38.3pp | 69.0%+29.8pp | 67.2%+31.6pp |
| Annual return | 16.02% | 46.07%-30.1pp | 1169.05%-1153.0pp | 160.69%-144.7pp |
| Employer contribution / active EE | $5,952 | $1,553+283.2% | $2,381+150.0% | $2,671+122.9% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $399 | $5,470-92.7% | $6,853-94.2% | $5,650-92.9% |