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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $30,119 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,403 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 | Contract Administrator | $6,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,557 | $73,638+25.7% | $95,956-3.5% | $73,493+25.9% |
| Participation rate | 56.3% | 76.2%-19.9pp | 77.1%-20.8pp | 70.7%-14.4pp |
| Annual return | 13.06% | 16.78%-3.7pp | 91.63%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,004 | $1,863-46.1% | $2,541-60.5% | $2,270-55.8% |
| Participant deferral / active EE | $3,478 | $3,617-3.8% | $4,167-16.5% | $3,740-7.0% |
| Admin fee / account holder | $496 | $482+2.8% | $6,797-92.7% | $513-3.4% |