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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 13 · EIN 13-5674085 | Contract Administrator | $32,452 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $8,466 |
PENSION ASSURANCE LLP2 years Filed as: KB PENSION SERVICES INC. Service code 15 · EIN 65-0721164 | Recordkeeping | $4,094 |
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 | $72,638 | $176,105-58.8% | $159,474-54.5% | $167,536-56.6% |
| Participation rate | 70.6% | 85.0%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 15.12% | 331.91%-316.8pp | 263.68%-248.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $4,073 | $5,299-23.1% | $4,831-15.7% | $4,839-15.8% |
| Participant deferral / active EE | $8,135 | $7,751+5.0% | $7,353+10.6% | $6,342+28.3% |
| Admin fee / account holder | $450 | $12,559-96.4% | $10,802-95.8% | $12,315-96.3% |