See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $14,196 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,389 |
THE HASLAUER GROUP, INC.2 years Service code 13 · EIN 72-1487108 | Contract Administrator | $6,614 |
Filed as: MERRILL LYNCG Service code 17 | Pension Consulting | $8 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,701 | $47,922-8.8% | $75,886-42.4% | $65,185-33.0% |
| Participation rate | 36.6% | 63.0%-26.3pp | 69.3%-32.6pp | 70.2%-33.6pp |
| Annual return | 22.22% | 24.12%-1.9pp | 30.76%-8.5pp | 29.38%-7.2pp |
| Employer contribution / active EE | $2,084 | $1,557+33.8% | $2,500-16.7% | $2,177-4.3% |
| Participant deferral / active EE | $2,548 | $2,550-0.1% | $3,603-29.3% | $3,514-27.5% |
| Admin fee / account holder | $511 | $532-4.0% | $5,418-90.6% | $847-39.7% |