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 |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT Service code 17 · EIN 13-5674085 | Pension Consulting | $9,497 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,613 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $3,453 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,323 | $93,598-4.6% | $135,974-34.3% | $75,173+18.8% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.0pp | 67.2%+30.8pp |
| Annual return | 20.11% | 30.89%-10.8pp | 68.30%-48.2pp | 160.72%-140.6pp |
| Employer contribution / active EE | $3,245 | $3,538-8.3% | $4,859-33.2% | $2,671+21.5% |
| Participant deferral / active EE | $10,648 | $6,405+66.2% | $7,760+37.2% | $4,126+158.0% |
| Admin fee / account holder | $165 | $6,978-97.6% | $10,767-98.5% | $5,651-97.1% |