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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,638 | $176,056-58.7% | $159,436-54.4% | $167,490-56.6% |
| Participation rate | 70.6% | 84.9%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 15.12% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $4,073 | $5,297-23.1% | $4,829-15.7% | $4,837-15.8% |
| Participant deferral / active EE | $8,135 | $7,750+5.0% | $7,352+10.6% | $6,341+28.3% |
| Admin fee / account holder | $450 | $12,554-96.4% | $10,799-95.8% | $12,309-96.3% |