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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $99,655 |
Filed as: MERIT FINANCIAL SERVICES Service code 27 | Advisory (Plan) | $62,844 |
ADP BROKER-DEALER7 years Filed as: PENSION CONSULTANTS, INC Service code 49 · EIN 20-0508334 | Other Services | $8,665 |
MERIT BENEFITS GROUP, INC.2 years Filed as: MERIT FINANCIAL ADVISORS Service code 27 · EIN 45-3686413 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $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 | $97,270 | $59,467+63.6% | $93,727+3.8% | $74,478+30.6% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 11.58% | 82.14%-70.6pp | 133.83%-122.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $5,847 | $1,267+361.6% | $2,421+141.5% | $2,626+122.6% |
| Participant deferral / active EE | $6,681 | $3,052+118.9% | $4,417+51.3% | $4,350+53.6% |
| Admin fee / account holder | $441 | $3,028-85.4% | $8,292-94.7% | $1,946-77.3% |