Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,736 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 49 · EIN 13-2808480 | Other Services | $13,667 |
Service code 13 · EIN 22-2755716 | Contract Administrator | $7,514 |
BRINKER SIMPSON & COMPANY2 years Service code 10 · EIN 26-3838358 | Accounting | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,888 | $67,602+30.0% | $82,312+6.8% | $70,126+25.3% |
| Participation rate | 67.1% | 72.8%-5.6pp | 76.9%-9.8pp | 69.5%-2.4pp |
| Annual return | 9.15% | 21.57%-12.4pp | 25.88%-16.7pp | 73.15%-64.0pp |
| Employer contribution / active EE | $2,967 | $1,755+69.1% | $2,428+22.2% | $2,343+26.7% |
| Participant deferral / active EE | $2,448 | $2,987-18.0% | $3,706-33.9% | $3,332-26.5% |
| Admin fee / account holder | $844 | $4,512-81.3% | $5,608-85.0% | $4,645-81.8% |