Filed October 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $58,312 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,529 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS INC Service code 13 · EIN 06-1504963 | Contract Administrator | $8,795 |
Filed as: MERRILL LYNCH Service code 17 | Pension Consulting | $23 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,534 | $104,336-28.6% | $159,455-53.3% | $86,813-14.1% |
| Participation rate | 81.9% | 77.7%+4.2pp | 82.8%-0.9pp | 72.3%+9.6pp |
| Annual return | 21.55% | 26.32%-4.8pp | 263.63%-242.1pp | 97.93%-76.4pp |
| Employer contribution / active EE | $3,509 | $3,451+1.7% | $4,830-27.3% | $2,406+45.9% |
| Participant deferral / active EE | $7,665 | $6,837+12.1% | $7,353+4.2% | $4,131+85.5% |
| Admin fee / account holder | $347 | $172+101.6% | $10,800-96.8% | $170+104.7% |