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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $27,011 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,830 |
Filed as: THE BENEFITS CONSULTING GROUP, INC. Service code 49 · EIN 36-3533281 | Other Services | $4,352 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIH Service code 17 · EIN 13-5674085 | Pension Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,097 | $78,607+19.7% | $105,624-10.9% | $74,478+26.3% |
| Participation rate | 98.5% | 72.8%+25.7pp | 75.3%+23.2pp | 67.2%+31.2pp |
| Annual return | 12.20% | 15.96%-3.8pp | 116.20%-104.0pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $5,800 | $2,523+129.9% | $3,168+83.1% | $2,626+120.9% |
| Participant deferral / active EE | $8,516 | $4,325+96.9% | $5,013+69.9% | $4,350+95.8% |
| Admin fee / account holder | $337 | $2,220-84.8% | $10,961-96.9% | $1,946-82.7% |