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 Service code 17 · EIN 13-5674085 | Pension Consulting | $64,833 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,143 |
ERISA SERVICES, INC.6 years Filed as: ERISA SERVICES INC Service code 13 | Contract Administrator | $7,146 |
ERISA SERVICES, INC.5 years Service code 13 · EIN 62-1200951 | Contract Administrator | $2,074 |
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 | $154,238 | $55,437+178.2% | $155,534-0.8% | $74,459+107.1% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 17.77% | 269.58%-251.8pp | 64.92%-47.1pp | 1369.70%-1351.9pp |
| Employer contribution / active EE | $7,045 | $2,266+210.9% | $4,675+50.7% | $2,626+168.3% |
| Participant deferral / active EE | $4,728 | $2,837+66.7% | $5,630-16.0% | $4,350+8.7% |
| Admin fee / account holder | $646 | $1,742-62.9% | $15,900-95.9% | $1,945-66.8% |