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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $66,847 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,798 |
MAXUS PLAN SOLUTIONS3 years Filed as: MAXUS PLAN SOLUTIONS INC Service code 49 | Other Services | $10,572 |
MAXUS PLAN SOLUTIONS5 years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 49 · EIN 45-4012897 | Other Services | $0 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $254,669 | $58,895+332.4% | $178,503+42.7% | $73,497+246.5% |
| Participation rate | 93.1% | 66.2%+26.9pp | 81.9%+11.2pp | 70.7%+22.5pp |
| Annual return | 13.79% | 24.86%-11.1pp | 151.12%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $3,715 | $2,236+66.2% | $5,011-25.9% | $2,270+63.7% |
| Participant deferral / active EE | $5,453 | $2,567+112.4% | $5,202+4.8% | $3,740+45.8% |
| Admin fee / account holder | $680 | $400+69.7% | $13,987-95.1% | $513+32.5% |