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 | $33,307 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $13,481 |
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).
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 | $115,177 | $54,573+111.0% | $90,970+26.6% | $73,497+56.7% |
| Participation rate | 36.9% | 61.2%-24.2pp | 69.0%-32.1pp | 70.7%-33.8pp |
| Annual return | 15.36% | 16.69%-1.3pp | 134.60%-119.2pp | 28.51%-13.2pp |
| Employer contribution / active EE | $480 | $991-51.5% | $2,122-77.4% | $2,270-78.8% |
| Participant deferral / active EE | $1,705 | $2,517-32.2% | $3,373-49.4% | $3,740-54.4% |
| Admin fee / account holder | $537 | $521+3.0% | $5,961-91.0% | $513+4.7% |